Live Webinar · Upcoming Event

The AI Infrastructure Race

Power · Policy · Capital · Communities
The executive virtual summit for the leaders building the future of AI infrastructure.

About the summit

The AI infrastructure race is usually told as a story about capital and chips. This summit tells the real one. Across five executive panels, senior leaders from colocation, hyperscale, neo-cloud, investment and policy confront the constraints that actually decide the build-out — power, land, water, cooling and public consent — and the risks few will name on a main stage. The through-line is simple: the race won’t be won by whoever raises the most capital, but by whoever can secure what money alone can’t buy. Join 500+ decision-makers for the candid, data-led briefing on what’s really building the AI economy.

Who should attend

CEOs & founders · colocation providers · hyperscalers · data-centre operators · AI infrastructure & neo-cloud operators · infrastructure investors, private equity & sovereign wealth funds · utilities · government & policy leaders · enterprise CIOs & CTOs · infrastructure developers.

Event Details

Date

Thu, September 24, 2026

Time

09:30 AM BST · 12:30 PM BST

Format

Live & Virtual

Duration

2 Hours 30 Minutes

Cost

Free to Attend

Pre-Registered

0 +

Expert Speakers

Countries Represented

Live Audience Q&A

Event Agenda

2 hours 30 minutes of briefings, panel discussion, and live audience Q&A — all times shown in BST.

9:30-9:40 AM

Why AI Infrastructure Has Become the World’s Most Strategic Asset

Compute Forecast’s CEO opens the summit by reframing the stakes. AI infrastructure has become the most strategically important asset class of the decade, and the race to build it is now a convergence of power, policy, capital and technology. A scene-setting keynote on the trillion-dollar opportunity — and why it’s reshaping economies.

09:40-09:45 AM

The AI Infrastructure Market Intelligence Brief

A five-minute, data-driven briefing from Compute Forecast Research — the numbers behind the race. Covered: global AI infrastructure investment · the largest campus announcements · GPU capacity expansion · data-centre M&A · power-market developments · sovereign-AI investment.

09:45-10:15 AM

Who Will Own the Next Generation of Compute? Investment · AI Infrastructure · Hyperscale

Governments, hyperscalers, infrastructure funds and colocation providers are investing billions to secure AI capacity. But who ultimately owns the infrastructure powering the AI economy — and who is carrying the risk when the cycle turns? A frank discussion on capital, ownership and the bets that survive a correction. Covered: AI infrastructure investment · capital allocation · infrastructure ownership & consolidation · the real value of GPU assets · utilisation vs capacity · where smart capital goes next.

10:15-10:45 AM

Power Is the New Oil — Can the Grid Keep Up with AI? Energy · Utilities · Infrastructure

Electricity is rapidly replacing capital as the biggest constraint on AI growth. This panel gets past the megawatt headlines to the real bottleneck — connection queues, transformer lead times, and the grid’s ability to serve gigawatt-scale campuses. Covered: grid capacity & interconnection queues · renewable PPAs · nuclear & SMRs · behind-the-meter generation · utility partnerships · long-term energy strategy. Executive debate: Should AI infrastructure receive priority access to electricity?

10:45-10:55 AM

The Room Decides

The room votes. Attendees answer the summit’s biggest questions in real time, results appear instantly, and panellists respond live. Every vote feeds the Executive Sentiment Report published after the event. Live polls include: the biggest bottleneck to AI growth · whether governments should classify AI infrastructure as nationally significant · which region will dominate AI investment by 2035 · whether enterprises will keep building their own infrastructure · whether liquid cooling is becoming mandatory.

10:55-11:25 AM

Beyond the Blueprint: Can Communities and Policy Keep Pace with AI Infrastructure? Policy · Communities · Development

Power and capital may be available — but planning approvals and community acceptance increasingly decide where infrastructure actually gets built. This panel tackles the social licence to build: public opposition, water, land, and the policy reforms that will shape the next five years. Covered: public perception & community engagement · land acquisition & planning reform · water availability & environmental compliance · data-sovereignty policy · the economic-benefit case. Executive debate: Should AI infrastructure receive fast-track planning approval — and can operators earn a genuine social licence to operate?

11:25-11:55 AM

Building for Tomorrow: Cooling, Density and the Future of AI Facilities Cooling · Innovation · Infrastructure Strategy

Cooling has evolved from an engineering detail into a strategic investment decision. This panel gets past the vendor pitch to the honest economics of liquid and immersion at scale — retrofit versus greenfield, the water–power trade-off, and how to design facilities for the next decade of AI workloads. Covered: liquid & immersion cooling · high-density infrastructure · retrofit vs greenfield · operational resilience · AI-ready design · investment implications. Executive question: Should every new AI data centre be designed for liquid cooling from day one?

11:55-12:25 PM

Hyperscalers vs Colocation vs Sovereign AI — Who Wins the AI Infrastructure Race?

The finale: four industry leaders, one moderator, no presentations — a live debate on who actually wins the race, and the role private capital plays in deciding it. It closes with a live audience vote on who will own the majority of AI capacity by 2035. Covered: hyperscaler dominance · colocation & enterprise AI · sovereign AI & infrastructure ownership · the role of private capital · who controls AI infrastructure by 2035.

12:25-12:30 PM

Five Executive Takeaways

The host closes with the five things every delegate leaves with: the biggest investment opportunity, the biggest risk, the biggest policy shift, the biggest infrastructure challenge, and what to watch over the next 12 months.

What You'll Take Away

Every registrant receives two flagship Compute Forecast assets after the summit:

The Executive Sentiment Report — key insights from every panel, executive quotes, market-intelligence highlights and the live audience-poll results, plus AI infrastructure predictions for 2030.
The AI Infrastructure Leadership Index — Compute Forecast’s annual scorecard ranking AI-ready regions on power readiness, policy maturity, community acceptance, investment attractiveness and cooling innovation.

JS

James Sutherland

Editor-in-Chief

Compute Forecast

MW

Dr. Marcus Webb

CTO Advisor

Independent

RP

Riya Patel

VP Infrastructure

Global Cloud Provider

TK

Tom Keller

Partner, Infrastructure Fund

Venture Capital

Register

Three ways to be part of The AI Infrastructure Race.

Attend

Reserve your free seat, get the calendar invite, and submit questions for the live Q&A ahead of time.

Speak

Share your perspective with the infrastructure leaders. We’re reviewing panel proposals through mid-August.

Sponsor

Put your brand in front of a qualified, senior audience with logo placement, speaking slots, and post-event leads.

Sponsorship Tiers

Get in front of the audience actively sourcing infrastructure decisions.

Summit Headline Partner

Session Partners- one per agenda slot

Market Intelligence Partner- owns the opening Market Intelligence Brief
Capital & Ownership Partner — Panel 1: Who Will Own the Next Generation of Compute?
Power & Energy Partner — Panel 2: Power Is the New Oil
Policy & Communities Partner — Panel 3: Can Communities & Policy Keep Pace?
Cooling & Density Partner — Panel 4: Cooling, Density & the Future of AI Facilities
Closing Debate Partner — Panel 5: Hyperscalers vs Colocation vs Sovereign AI

Supporting Sponsor

Don't Miss The AI Infrastructure Race

Thursday, September 24, 2026 · 10:00 AM ET · Free to attend