AI is redefining infrastructure, driving unprecedented demand for GPU clusters, fiber density, and energy at scale. Traditional site-selection models are breaking down, creating both risks and opportunities for telecom and infrastructure providers.

For telecom and infrastructure professionals, this shift represents both opportunity and disruption. With fiber operators, utilities, and network infrastructure providers being critical partners in enabling the next generation of AI-scale data centers, they must understand how the next phase of AI infrastructure development will impact the telecommunications and network ecosystem.

This panel will explore:

• Why power availability is emerging as the primary driver of site selection.
• The growing importance of fiber density and network topology for AI clusters.
• Opportunities for telecom infrastructure providers in the AI infrastructure economy.
• How regions such as Tennessee and the Southeast are positioning themselves for the next wave of data center development.