As much of the market chases large AI campuses, retail colocation offers a distinct investment profile, with different demand drivers, contracting dynamics and downside protection. Hear why smaller power requirements, existing buildings and shorter, more flexible contracts give colocation an edge on time to market and pricing, and why demand for low-latency AI inference close to cities could drive a new wave of growth.

Explore where the risks sit, from customer churn and energy price exposure to adapting older sites for higher-density computing, and what operators and investors should look for when assessing customer mix, revenue durability and pricing. Understand why multi-site platforms may be better placed than single-city operators, and how sovereignty requirements are shaping demand.