Powering billions: Data Centers PE optimized
Oct
28
2025
Date: October 28, 2025
Time: 8:30AM - 9:15AM (PST)
Location: Fremont Marriott Silicon Valley, Fremont, CA
As global demand for computing power accelerates with the rise of AI, cloud services, and edge applications, the conference will explore how investors are navigating opportunities and challenges in data centers. Discussions will focus on investment trends, operational efficiency, infrastructure innovation, and the global outlook for digital infrastructure, offering attendees both high-level insights and practical perspectives from industry leaders.
Jeff Moerdler is a panelist for Economy/Demand Drivers: Can The Challenging Global Economic Environment Deter The Hockey Stick Growth?, the discussion will include:
- If AI & Power Are #1 & #2 What Else Is On Top Of The List?
- Supply chain bottleneck and infrastructure constraints
- Impact of the ending of remote work and DOGE? Will other demand drivers make up for the negatives?
- AI and compute demand vs. The fallout of deep seek, 9 months later
- The power supply arms race: At what point do data centers get kicked off the grid?
- The big beautiful bill and renewables and how are the politics and NIMBY looking?
- How big is big? How big is big in 10 years?
- How much are costs going up?
- Different sub-markets and data center markets going forward
- Will the strong pre-leasing continue?
- Investment and M&A trends
Speakers
Jeff heads Mintz's Real Estate and Communications practices in New York. He has negotiated thousands of data center leases, master services agreements and colocation agreements, rooftop and cellular antenna leases, inside wiring agreements, and antenna tower leases.