Infraday AI Infrastructure

Registration & Networking Breakfast

The AI Buildout — What America Must Build Next

Artificial intelligence is driving one of the largest infrastructure investment cycles in modern history. Hyperscale computing, AI data centers and advanced digital infrastructure are creating enormous new requirements for electricity, generation, transmission, land, water, cooling, equipment and construction.

This opening discussion examines the scale of the AI infrastructure buildout, where investment is accelerating, what constraints could slow development and what America must build over the next decade to support the AI economy.

Powering AI — Can the Grid Keep Up?

AI data centers are introducing unprecedented concentrations of electricity demand. Utilities, developers and grid operators must determine how to connect massive new loads while maintaining reliability and serving existing customers.

This discussion examines generation, transmission, interconnection, substations, storage and the race to deliver the electricity required by the next generation of AI infrastructure.

Building the AI Factory — The Next Generation of Data Centers

AI is changing the physical design of data centers. Higher rack densities, accelerated computing and enormous power requirements are transforming site selection, electrical systems, cooling, construction and operations.

This panel examines how developers, hyperscalers, engineers and contractors are designing and delivering the next generation of AI infrastructure.

Morning Networking Break

Beyond the Grid — Nuclear, Gas, Storage & Behind-the-Meter Power

The electricity requirements of AI are forcing developers and utilities to consider new approaches to generation. Nuclear power, natural gas, renewables, battery storage, microgrids and behind-the-meter generation are all becoming part of the conversation.

This discussion examines which technologies can deliver reliable power at AI scale and how the relationship between data centers and power generation is changing.

Chips to Compute — Building America's AI Supply Chain

The AI economy depends on far more than data centers. Semiconductors, GPUs, servers, transformers, switchgear, networking equipment and advanced manufacturing capacity form a complex physical supply chain supporting AI development.

This panel examines where bottlenecks remain, where new manufacturing capacity is being built and how infrastructure investment is reshaping the AI supply chain.

Water & Cooling — The Hidden Infrastructure Behind AI

Higher-density AI computing is changing how data centers manage heat and water. Liquid cooling, closed-loop systems, water availability and next-generation thermal management are becoming critical infrastructure considerations.

This discussion examines how developers, utilities, technology providers and communities are responding to the cooling and water requirements of AI infrastructure.

Networking Lunch

Where Will AI Infrastructure Get Built?

Power availability increasingly determines where AI infrastructure can be developed, but land, fiber, water, permitting, taxes, construction capacity and community support also influence investment decisions.

This discussion examines America's emerging AI infrastructure markets and what states, cities, utilities and economic development organizations must do to compete for investment.

Financing the AI Buildout

Building the infrastructure behind artificial intelligence will require extraordinary amounts of capital across data centers, power generation, transmission, equipment and supporting infrastructure.

This panel brings together infrastructure investors, lenders, developers and financial institutions to examine where capital is flowing, how projects are being financed and how investors are evaluating the opportunities and risks created by AI infrastructure.

The Equipment Race — Transformers, Turbines, Switchgear & the Supply Chain

The AI infrastructure boom is colliding with long lead times for some of the equipment required to build data centers and power systems.

This discussion examines manufacturing capacity, procurement strategies, equipment shortages and what suppliers are doing to support unprecedented infrastructure demand.

Afternoon Networking Break

Building Faster — Construction, Labor & the Race to Deliver

Speed has become a competitive advantage in AI infrastructure. Developers are under pressure to move from site selection to energized capacity faster while navigating permitting, labor shortages, equipment lead times and complex construction programs.

This discussion examines how developers, EPCs, contractors and engineering firms are changing project delivery to meet AI-driven demand.

Communities & AI — Growth, Power, Water & Public Acceptance

AI infrastructure can bring billions of dollars of investment to communities, but large projects also create questions about electricity, water, land use, tax incentives, infrastructure requirements and community benefits.

This panel brings together developers, utilities, local government and economic development leaders to discuss how communities can capture the benefits of AI investment while responsibly managing its infrastructure impacts.

The Next Power Model — Nuclear, Microgrids & On-Site Generation

Could the future AI campus increasingly generate its own power?

This discussion explores small modular reactors, microgrids, natural gas generation, fuel cells, storage and other emerging approaches that could change how large AI campuses obtain reliable electricity.

The Next Five Years of AI Infrastructure

The scale and speed of AI investment are changing assumptions across energy, construction, data centers and capital markets.

This closing executive discussion examines where the AI infrastructure market is heading, what constraints could determine the winners and losers, where the next major investments will occur and what the physical infrastructure supporting AI could look like by 2032.

Closing Networking Reception