Understand how institutional investors are selecting data centre strategies and where capital is flowing today, as Europe looks to build the infrastructure needed to compete in the global AI race. Hear what LPs look for when backing platforms and projects, from power certainty and connectivity to scalability across edge, colo and transmission networks, and how these choices support emerging priorities such as inference and AI-focused infrastructure. Explore how capital is being allocated between established core strategies and newer areas that support Europe's long-term digital and AI competitiveness. 

AI is not the end state for data centre infrastructure. This forward-looking session will explore how emerging technologies such as more advanced chips, new architectures and the longer-term potential of quantum computing could change power density, cooling requirements, asset lifecycles and obsolescence risk.

Understand which elements of today’s infrastructure are most exposed to future change, what design and investment choices can preserve optionality, and how you can think about long-term value protection in a market where technology cycles may move faster than traditional investment horizons.