The Tech Capital

We’re proud to have DigitalBridge join IFF26 as a Prestige Sponsor. With $115bn in assets under management, DigitalBridge is a leading global investor across data centres, towers, fibre and edge, shaping the future of digital infrastructure at scale. As one of the most active global investors in the space, their perspective reflects the shifts happening across markets, asset classes and strategies. IFF26 is where those shifts are unpacked clearly, and without hype. Be in the room: https://lnkd.in/g956CUqh 11-12 May | London #IFF26 #investment #datacentres #digitalinfrastructure #AI #finance

During InfraAI Global Summit 2026, The Tech Capital team had the opportunity to capture insights straight from the source. We filmed interviews with speakers and industry leaders exploring their perspectives on AI infrastructure, innovation, and the future of digital industry. These conversations will be available soon on our YouTube channel, bringing the summit’s energy, debates, and expertise directly to you. A huge thank you to our journalists and all our guests for making this possible, your voices help the conversation continue well beyond the conference stage. Follow us on Youtube : https://lnkd.in/gruvepyQ #InfraAI26 #AI #datacentres #digitalinfrastructure #interviews #thetechcapital #AI #youleadwereport João Marques Lima Jack Haddon Abigail Ruth Opiah

The second day in Athens dove deep into the forces reshaping AI infrastructure beyond just compute. From fibre to GPUs, the discussions highlighted how performance, latency, and design are driving a new era of operational strategy. The Hidden Constraint: Fibre, Subsea, and the Latency Economics of AI In an invite-only roundtable, industry leaders explored how connectivity, both fibre and subsea networks is becoming a defining factor for latency, resilience, and the geographic distribution of AI workloads. Inside the AI Factory: DSX and the Future of Scalable Intelligence Vladimir Prodanovic, ATD, CDCAP, CDCDP, CDCEP, CDCMP, CDCSP (NVIDIA) delivered a keynote on AI factory architectures, examining power density, cooling, orchestration, and utilisation. How Are GPU Designs Evolving and Can Data Centres Keep Up? Chaired by Lisa Yu, this panel addressed the rapid evolution of GPU architectures and the pressure it puts on conventional data centre design. Panelists included Tomasz Buk, Dr. Wolfgang Neubert and Dimitris Elliniadis. The discussion revealed a fundamental tension: infrastructure cycles are slower than hardware innovation, forcing creative approaches to cooling, power density, and refresh strategies if data centres are to keep pace with the next generation of AI hardware. #InfraAI26 #digitalinfrastructure #GPU #fibre #subseacable #AI Echelon Data Centres

NVIDIA are releasing new GPU architectures on an 18-24 month cycles, but data centres need to be designed to last decades. At the InfraAI Global Summit 2026, it was fantastic to hear Vladimir Prodanovic, ATD, CDCAP, CDCDP, CDCEP, CDCMP, CDCSP lift the roof off of the AI Factory and look inside at how data centre design is evolving to keep up with the latest NVIDIA architecture. The big takeaway was GPU clusters are only increasing in complexity. NVIDIA are releasing new GPU architectures on an 18-24 month cycles, but data centres need to be designed to last decades. As a result, operators need to design not just for the next generation of chips, but create facilities that can support what is to come, both in the short and long term. #infraAI26 #events #digitalinfrastructure #datacentres #AI #chips #GPU

At InfraAI Global Summit 2026, the panel “Preparing for Inference: Do AI data centre deployments need to evolve to meet latency-sensitive inference demand?” explored how the shift to inference is reshaping infrastructure from the ground up. Chaired by Vijay Mistry, the discussion brought together: Michalis Voulgarelis, MBA, Peter Hannaford, Andre Karihaloo, Mark Delahunty and Slawomir Koszolko. “One of the key questions is whether that infrastructure is adequate for future needs. For example, if current pipes are 150 millimetres in diameter, will we need to upgrade to 350 millimetres to support increased water flow for cooling? These are the kinds of considerations that need to be addressed. Ultimately, the approach is split, around 50–60% of the effort goes into retrofitting existing facilities, while the rest involves building entirely new data centres designed for these requirements from the ground up.” Andre Karihaloo highlighted. For operators, investors, and policymakers, the challenge is clear: balance latency, cost, and scalability in a world where demand for real-time AI is only accelerating. #InfraAI26 #digitalinfrastructure #AI #investment #athens João Marques Lima Jack Haddon Abigail Ruth Opiah Faith Apejoye Lilou Cortesi Charlotte Milligan

Day one, wrapped and what a way to close it. We ended the programme with a team picture and a forward-looking discussion on “Building Southern Europe’s Digital Future: Investment, Delivery and the Next Wave of Data Centre Expansion.” As AI-ready infrastructure demand accelerates, Southern Europe is no longer a secondary marke, it’s becoming a strategic hub for data centres, energy capacity, and digital connectivity. Chaired by Jack Haddon (The Tech Capital), the panel brought together Jérôme Totel (Data4), Tilemachos Moraitis (Microsoft), and Marinos Giannopoulos, Ph.D (Enterprise Greece) to explore how the region is positioning itself for the next wave of growth. The conversation made one thing clear: delivering this next phase will require tight alignment between public and private sectors from permitting and policy to power and investment readiness. And as the formal programme comes to a close, we shift from stage to setting, with delegates gathering for drinks overlooking the Athenian Riviera. See you tomorrow for more conversations. #InfraAI26 #digitalinfrastructure #AI #investment

At InfraAI Global Summit 2026 in Athens, the panel “Supply Chains Under Strain: Chips, Power Equipment and Build Timelines for AI Infrastructure” unpacked a reality the industry can no longer ignore: the race for AI is now constrained by the physical world. Chaired by Dimitris Elafropoulos (Alter Ego Media), the discussion brought together Vladimir Prodanovic, ATD, CDCAP, CDCDP, CDCEP, CDCMP, CDCSP (NVIDIA), Michalis G. Grigoratos (InfraPartners), and Thiri Shwesin Aung (Nyxium) to explore how supply-chain constraints are reshaping strategy itself. One of the key takeaways came from Vladimir Prodanovic, who highlighted the growing imbalance across regions: “US data centre development has been more aggressive than Europe or APAC. As a result, equipment manufacturers are far more constrained in the US, with huge backlogs among main vendors. It’s hard to get equipment in the US right now. In Europe and APAC, availability is better, but retrofitting brings complexity, and power supply remains the biggest challenge.” From an investment perspective, Michalis Grigoratos made it clear that delays are more than just operational setbacks: “Delays destroy IRR. In AI infrastructure, you have to get a lot of things right to be successful, working with the right partners, understanding what you’re delivering, and clearly explaining risks to investors. NVIDIA is doing a great job guiding the market. Collectively you can navigate the environment. Delays are ultimately inevitable, so you need to minimise them." What stood out is how execution risk is now central to decision-making. #InfraAI26 #digitalinfrastructure #AI #investment

We’re pleased to welcome CyrusOne as a Prestige Sponsor of IFF26 in London this May. A global developer and operator, CyrusOne delivers mission-critical infrastructure across 50+ facilities worldwide, supporting nearly 1,000 customers including Fortune 1000 companies. From power constraints to deployment timelines, the industry is entering a new phase of complexity and opportunity. Register now: https://lnkd.in/g956CUqh 11-12 May | London #IFF26 #datacentres #AI #infrastructure #digitalinfrastructure #cloud

Public and private sector perspectives took centre stage at InfraAI Global Summit 2026 in Athens, with three back-to-back sessions exploring the forces shaping AI infrastructure at scale. We began with an address from Yannis Tsakiris, Vice President of the European Investment Bank (EIB), who outlined how public capital is supporting the next phase of AI infrastructure. This was followed by a panel on « National Security vs Innovation: Who Controls the Future of AI Infrastructure », a discussion on the growing tension between openness and control. Chaired by Spiros Tassis, the session brought together Charalambos Tsekeris, and Apostolos Kakkos, exploring how governments are increasingly shaping the AI infrastructure landscape through regulation, localisation, and strategic oversight. The conversation then shifted to energy with « Nuclear, Renewables, or Gas? Powering AI at National and Global Scale. » Chaired by Paul Cranfield, the panel featured George Dritsanos (Schneider Electric), Dr.-Ing.George Pechlivanoglou and Alexandros Bechrakis. Together, they addressed the urgent challenge of powering AI infrastructure. Three sessions, one clear message: scaling AI infrastructure is no longer just a technical challenge, it sits at the intersection of capital, policy, and energy. #InfraAI26 #digitalinfrastructure #AI #investment

Marc Ganzi: “The wider liquidity environment for AI investments will be tested in the next 90 days.” This was the key message from DigitalBridge CEO during his fireside chat with João Marques Lima at InfraAI Global Summit 2026 in Athens. The discussion highlighted a shifting investment for AI infrastructure. As Ganzi pointed out, infrastructure investors are reliant on sovereign wealth funds as LPs and co-investment partners. But with ongoing geopolitical tensions, inflows into funds tied to natural resources such as oil and gas may decline, directly impacting their ability to allocate capital at scale. From Ganzi's conversations over the last month, there has been no clear signal of LPs pulling back from AI infrastructure investments, but the pace and velocity of capital deployment could slow. #InfraAI26 #digitalinfrastructure #AI #investment DigitalBridge #keynote