Infralogic Investors Forum New York 2026

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Power as the Defining Constraint for Data Centers

Access to contracted power is the key factor when committing capital to data center development, with limited appetite for speculative sites without a clear path to power. Power will remain the main constraint in winning and developing sites, driving interest in solutions such as on‑site generation, microgrids and renewables. While water and cooling technologies are evolving, securing power — often through more creative procurement strategies — remains the central focus.

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Richard Brode Managing Director Stonepeak Bio
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