This episode is available on-demand.

Global compute markets are evolving at breakneck pace, and with demand for AI, cloud computing and HPC continuing to scale, the US finds itself at the heart of the conversation. However, amid power constraints, net-zero targets, massive investments, and evolving policy, understanding the landscape is more critical than ever. In order to provide key updates this panel will provide an insider’s update on the realities shaping the US and inform audiences ahead of DCD>Connect New York. In particular we address:

• Where is the demand for compute coming from?
• Geopolitical challenges and supply chain dependencies
• What is the US computing? A breakdown of workloads
• The rise of specialised hardware
• Investment hubs and growth markets in the US