Abstract

This conversation explores the physical constraints underpinning modern compute infrastructure — from power density and grid access to land availability and thermal limits.

As demand for AI and high-performance computing accelerates, the discussion interrogates the assumption that compute is infinitely scalable or location-agnostic. We examine where data centres are colliding with energy systems, planning regimes, and capital structures, and how those collisions are reshaping investment decisions and regional development.

Rather than focusing on technology roadmaps, the conversation centres on infrastructure reality: what actually limits scale, what trade-offs are being obscured, and where current narratives understate physical friction.