The Data Center Supercycle: Infrastructure, Energy, and Supply Chain Opportunities for Private Equity

Private equity investment in data centers hit a five-year high in 2025, and the build-out is still accelerating. But behind the capital surge lies a more complex picture: power constraints, years-long equipment lead times, and a grid that wasn't designed for the pace AI demands.

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Join us for a complimentary webcast examining the high-growth infrastructure, energy, and supply chain opportunities emerging from the AI data center boom, and the risks every private equity investor needs to understand, including:

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• The Compute-to-Power Friction: How exponential AI scaling is transforming physical power access and what it means for technology and real estate valuations
• Grid Reliability and Market Risks: Navigating ISO capacity constraints, transmission bottlenecks, and multi-year utility delays that are pushing back revenue timelines
• The Bring Your Own Power (BYOP) Playbook: Evaluating the viability of behind-the-meter generation, microgrids, and alternative energy co-location including natural gas, nuclear, and SMRs
• Supply Chain and Equipment Bottlenecks: Identifying the hardware, cooling solutions, and grid equipment facing years-long lead times in an industry building at unprecedented scale

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Dr. Kwok Cheung, PhD is the Founder and CEO of KC-Exousia Consulting, providing independent consulting to electric utilities, regulators, and grid operators worldwide. With over two decades of experience across GE Vernova, GE Grid Solutions, Alstom Grid, and AREVA T&D, he specializes in electricity market design, market and energy management systems, and power system optimization.

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Please note Dr. Cheung will not discuss his current consulting or advisory work. He may have additional limitations to what he is permitted to discuss and will decline to answer questions related to confidential matters.