This presentation will explore the structural transformation occurring in global data center infrastructure as artificial intelligence, cloud computing, and digital connectivity accelerate demand for computing capacity. The session will begin with an overview of AI’s rapid growth and its relationship to data centers, including the role of hyperscalers and why large cloud providers remain heavily dependent on specialized data center infrastructure. It will then examine key industry questions such as whether the market could approach “peak” data center development, the rising demand for power, and how AI workloads are reshaping infrastructure requirements. The discussion will also address emerging trends including edge computing, the importance of latency in distributed networks, and the evolution of data center operating models.
The presentation will conclude with a review of key investment themes and how a multi-strategy approach can provide diversified exposure to opportunities across the data center ecosystem.
Our presenter:
Xiao Tsai is a Director of GI Partners and a founding member of its Data Infrastructure team. He leads Data Infrastructure’s investment activities in the data center sector and is involved in its investments in Lightedge and Flexential. Prior to joining GI Partners, Xiao was a Vice President at Morgan Stanley Infrastructure Partners, where he led the group’s digital infrastructure investments across the Americas. Earlier in his career, he was an analyst at AMI Group, an operator and asset manager of public-private partnerships in the transportation sector. Xiao began his career as an engineer at GE Aviation and Motorola Mobility. Xiao holds a BS in Computer Engineering and an MS in Electrical Engineering, both from the University of Illinois at Urbana-Champaign.
GI Partners is a U.S.-based private alternatives investment firm founded in 2001 and headquartered in San Francisco that invests on behalf of leading global institutional investors across private equity, real estate, and data infrastructure strategies. The firm has raised more than $49 billion in capital and focuses on middle-market companies and mission-critical assets that underpin the digital economy, including data centers, communications networks, and technology-enabled infrastructure.
Registration Fee: $15.00
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