In this conversation recorded at PTC Hawaii, JLL’s Kristen Vosmaer and InfraPartners' George Teodorescu break down what is really separating winners from the rest in the AI data centre boom.
Key takeaways:
Time to first token = time to revenue. The faster a data centre goes live, the faster investors see returns - making speed a core financial metric.
Power is the new battleground. Projects now live or die on energy access, with behind-the-meter generation, gas and even future nuclear options entering the mix.
Capital is getting smarter - and more involved. Investors are moving from passive funding to hands-on strategic roles across the value chain.
Off-site manufacturing is changing the game. Prefabrication cuts risk, labour pressure and delays, while improving cost certainty.
Flexibility beats longevity. The era of 15-year static data centres is over, infrastructure must be modular, upgradeable and ready for rapid AI cycles.
Partnerships are critical. No single player can deliver speed, power, funding and expertise alone.
The biggest risks ahead? Monetising AI at scale, keeping up with power demand, and earning public trust as data centres become more visible - and political.
Bottom line: In the AI era, success goes to those who can secure power, deploy fast, structure capital creatively, and turn infrastructure into revenue, quickly.
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