What’s Next for AI and Data Centers?

The Future of Cloud Compute and Data Center Ecosystem

As AI adoption accelerates, the infrastructure behind it — particularly data centers — is becoming a critical area of opportunity and scrutiny for investors.

Join Patrick O’Shaughnessy, CEO and Founder of Positive Sum and host of Invest Like the Best, for a timely conversation with Michelle Brophy, Director of TMT Research at AlphaSense, and Gary Meshell, former AWS executive and current Executive Partner at CyberEdge Advisory. Together, they’ll break down the major forces shaping capital allocation in AI infrastructure.

This session will explore:

• The shifting cost curve of data center investment
• How emerging tools like DeepSeek are influencing spend roadmaps
• Why cloud-native cybersecurity is now central to AI deployment
• The investment implications of Google’s acquisition of Wiz