Site Selection, Power Strategy, and the $3 Trillion AI Infrastructure Build-Out

Description

The demand for AI compute has triggered the most capital-intensive real estate build-out in modern history — and the gap between capital committed and capacity actually delivered has never been wider. Power access has become the primary constraint on development decisions, reshaping where projects get built, how sites get selected, and how hyperscalers structure their relationships with developers. Primary markets are running out of room. Secondary markets are absorbing unprecedented capital without established playbooks. And the decisions being made right now — on site selection, power procurement, build vs. lease, and market expansion — will define the geography of AI infrastructure for the next decade. This roundtable convenes senior real estate developers and hyperscaler infrastructure leaders for an honest peer exchange on what it actually takes to turn capital conviction into delivered capacity at scale.