HPC Summit Northeast Asia 2026

Registration & Networking Breakfast

Welcome Address

Keynote | Southeast Asia's Data Center Investment Outlook

What is the future growth trajectory of data center infrastructure and what does financing the data center build entail?

Panel Discussion: Innovative Capital Structures for AI and GPU Infrastructure

What does the capital stack look like and how is it evolving to support future-proof digital infrastructure? What models and platforms are there to fund hyperscale and GPUaaS builds? What are the risks and the benefits?

Panel Discussion: Financing the AI Build-Out - Cost of Capital, Legal Certainty and Managing Execution Risk

The ability to finance projects at scale is becoming the defining constraint. From regulatory certainty and contract structures to investor risk appetite, we'll explore how the cost of capital, legal frameworks and bankability intersect.

Morning coffee and networking break

Keynote presentation: Where to Build and Why: Power, Risk and Resilience in Site Selection

As power availability and climate risk become binding constraints on digital infrastructure growth, site selection has evolved into a critical risk-management discipline. The roles of hazard mapping, grid interconnection capacity, fibre routes, and water stress increasingly shape location decisions for data centers and AI infrastructure.

A policy update: Regulatory Developments Across Southeast Asia

What are the latest policy and regulatory developments shaping digital infrastructure investment across Singapore, Malaysia, Indonesia, and Vietnam? We'll cover key issues including zoning and land use approvals, power allocation frameworks, ESG disclosure requirements, and tax and investment incentives affecting data center and AI infrastructure projects.

Panel discussion: The New Valuation Equation: Power Density, Cooling Innovation and Grid Readiness

As AI workloads push power density higher and infrastructure constraints tighten, traditional valuation assumptions are being re-written. How are high-density racks, liquid and immersion cooling, and increasingly long grid-connection lead times altering DCF models, revenue timing, and CapEx per MW for data center projects.

Networking lunch in the exhibition area

Panel Discussion: From Build to Exit: Liquidity Pathways Through REITs, Secondaries and Asset Recycling

As digital infrastructure assets mature and capital cycles shorten, liquidity and exit planning are becoming central to investment strategy. This panel examines the full range of exit and capital-recycling pathways, including secondary sales, sale-leaseback structures, and REIT listings, and how each is being used across data centers and digital infrastructure portfolios in the region.

Panel Discussion: Financing the Energy Transition: PPAs, Green Bonds and New Capital Instruments

As capital markets sharpen their focus on credible decarbonisation, financing structures are under increasing scrutiny. This session dissects direct and corporate PPAs (DPPAs/CPPAs), sustainability-linked loans, and transition-finance instruments, examining how they are being structured to support low-carbon digital infrastructure and data center growth.

Keynote: The Energy Frontier: SMRs, Storage Solutions and Microgrid Opportunities

What does the investment and risk equation look for next-generation low-carbon energy solutions, including nuclear SMRs, storage technologies, and microgrids? What are the capex, permitting requirements, project timelines, and the challenges of integrating these technologies with campus and hyperscale microgrid infrastructures?

Panel Discussion: Power Procurement and Grid Challenges

As power availability becomes a defining constraint for AI and data center growth, sustainable finance is increasingly tied to how electricity is procured, priced, and delivered. This panel covers power procurement strategies, including PPAs, grid interconnection queues, and cross-border power frameworks, and how these structures support bankable low-carbon infrastructure for AI-grade loads.

Closing Panel: Mapping Capital 2027-2030 Where Regional Capital Will Flow Next

The closing panel will wrap up the key takeaways from the conference, providing a strategic roadmap for investors across the region. It will highlight anchor-tenant strategies, site pipelines, and partnership models that will mobilize the next wave of capital.