Addressing the AI Bubble: Shifting from Data Centers to AI Factories

As artificial intelligence moves from hype to hard infrastructure, traditional data centers are rapidly evolving into “AI factories” purpose-built to train, deploy, and operate AI at scale. This session cuts through the AI bubble to explore what this shift really means for contractors. Attendees will gain insight into how power density, cooling, resiliency, and connectivity requirements are changing—and where new opportunities are emerging beyond initial installation. The discussion will highlight how contractors can position themselves to capture long-term value in the AI economy through commissioning, monitoring, maintenance, upgrades, and lifecycle services that keep these mission-critical systems running reliably over time.

Moderated by Josh Bone.