Why this topic, why now?
AI is turning electricity into the scarcest input of the digital economy. This panel cuts through the demand forecasts to the practical question: what does Europe need to build, where does the build-out hit physical limits in materials, supply chains, labour and siting, and who finances it?
Who is on stage, and what will we discuss?
Operators and investors from the energy and digital infrastructure space share what they are building and backing today: how flexible compute loads can really be, how much of the stability problem gets solved in software rather than with more copper, where automation can speed up the physical build-out, and how they segment the opportunity between digital, hardware-enabled and asset-heavy plays.
Who is this for?
Corporates and SMEs assessing what the AI build-out means for their energy supply, supply chains and own infrastructure
Start-ups building in and for this space
Investors looking for a clear map of AI-infrastructure deal types and where the line between venture and infrastructure capital runs
