On-Demand Webinar

Beyond Immediate: The Shift to Long-Term Infrastructure Strategy

The rules of infrastructure planning have changed — and most organizations haven't caught up.

For years, the assumption was simple: if you needed capacity, it would be available. That's no longer true. Today, roughly 60% of data center capacity under construction is already pre-leased before it comes online, AI workloads are driving power and deployment complexity that the industry wasn't built for, and lead times have stretched from weeks to months.

In this session, Saam Dowlatshahi joins Arthur Huang to unpack what's driving this structural shift and what it means for how you plan, procure, and secure infrastructure going forward.

You'll walk away understanding:

• Why the assumption of immediate capacity no longer holds
• How AI demand is reshaping power requirements, deployment timelines, and global supply
• What 18–24 month planning cycles actually look like in practice
• How the shift is rippling across enterprises, data center developers, network providers, and municipalities
• What separates organizations adapting well from those falling behind