Data Center Investment Summit: Northeast Asia

This panel discusses how telecom operators across Hong Kong, Shenzhen, and Guangzhou are upgrading networks and data centers to sustain GPU-intensive AI workloads and moving beyond connectivity into GPU storage, positioning Hong Kong as the anchor for capital-intensive infrastructure projects across the Greater Bay Area and reinforcing Hong Kong’s role as a trusted hub for cross-border investment.

Hong Kong as a major financial and international trading hub hosting numerous regional offices and global headquarters, generates strong demand for secure data centre facilities to support business growth across Mainland China and the wider region. As AI infrastructure becomes more capital intensive Hong Kong’s strengths in financial structuring, risk management, transparency and international connectivity remain critical.

The session will provide a forward-looking perspective on upcoming data center developments, infrastructure upgrades and new AI-ready builds in Hong Kong, offering investors a clearer view of the city’s next phase of growth within the Greater Bay Area.

Capital is flowing into AI infrastructure, with the ability to finance projects at scale and managing execution risk becoming the defining constraint.

The panel will examine how regulatory complexity, power availability and financing structures converge and define real-world delivery of new data center and AI capacity.

What are the recent policy and regulatory developments shaping digital infrastructure investments? We'll cover key issues including zoning, tax and investment incentives and data residency affecting data center and AI infrastructure projects.

Advanced cooling strategies are no longer just engineering solutions - they are capital efficiency plays forming part of the value proposition. This keynote examines how hybrid cooling approaches, combining advanced air systems, rear door heat exchangers, and direct-to-chip liquid cooling reduces energy costs, increases usable capacity and extends the life of facilities in multi-storey urban data centres – all of which improve ROI and valuation.

This case study highlights the opportunity for Telco’s to evolve beyond connectivity and play a key role in the AI era. Building and operating the compute infrastructure requires assets many telco’s already own and control including fiber networks, extensive footprints, spare power and experience in managing complex networks.

This keynote explores how prefabricated and modular data center design - integrating factory-built power systems, liquid cooling, and AI-ready racks can dramatically reduce deployment risk and capital intensity across Northeast Asia

By combining hardware modularisation with software-driven operations, this session will examine how operators can achieve faster time-to-service, improved capital efficiency, and sustained performance in next-generation AI infrastructure and benefit the investment thesis.

Power availability remains a defining factor in data centre development. This panel will discuss why energy solutions are more critical than ever and examine why behind-the-meter energy solutions including natural gas, renewable generation, nuclear and onsite storage are becoming critical and how it is influencing strategic investment and future value extraction.

NeoCloud has emerged as a new category of GPU native platforms purpose built to deliver high density AI compute at scale. Positioned between traditional hyperscale cloud and colocation infrastructure, NeoCloud providers offer performance optimized GPU clusters through flexible, consumption driven models. This keynote explains what NeoCloud is, how it is architected, and why it represents a structural shift in the economics of AI compute. As enterprises across Northeast Asia accelerate AI adoption, NeoCloud is redefining how organizations access scalable compute without bearing the full capital intensity of owning and operating GPU infrastructure.

Technical and operational advances, such as high-density racks, liquid and immersion cooling and extended grid-connection lead times are reshaping discounted cash flow models, shifting revenue timing, and redefining CapEx per megawatt. This keynote examines how different investors across the capital spectrum can recalibrate valuation frameworks to capture opportunity in AI-ready infrastructure, where design choices directly influence risk windows, asset valuation, and long-term ROI.

With exit planning central to the investment strategy, this panel will examine how investors are increasingly looking to monetise investments in the robust market along with strategic options.

This closing panel brings together industry leaders and investors to distill the day’s insights and assess what lies ahead as the Northeast Asia market enters a new phase of accelerated AI adoption and deployment and considers the impact on the data centre investment thesis.