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 leading industry experts. Together, they’ll break down the major forces shaping capital allocation in AI infrastructure. They'll discuss:

• 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