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Connect | New York // Keynote: The end of AI optimism - Global disruption and what comes next

  • —
  • Investment & Markets
  • Open Session

Speakers

George Rockett

Co-Founder & Board Member, Yotta Events & Datacenter Dynamics

George Rockett

George Rockett

Co-Founder & Board Member, Yotta Events & Datacenter Dynamics

George started his first technology publication in 1998, focused on the 'plumbing' of the Internet and has been building and connecting digital infrastructure communities all over the world,

George is fascinated by the sheer scale of the digital infrastructure that is yet to be built, one that will support AI and a new world of accelerated computing; it is 'mission critical' to the future of every industry and every person on the planet and must be done sustainably.

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The way that the USA’s data center industry invested in, and expanded its footprint was already undergoing a massive transformation - but it was all heading in one direction: one of larger footprints, greater energy demand, and a larger bill.

That was until the week after the US government endorsed a plan to pump half a trillion dollars into building the world's most powerful compute infrastructure, tech share prices dived after the unexpected emergence of DeepSeek.

Having disrupted the industry and thrown it into turmoil, where do we go from here? Is industry concern overstated? And as of January 2025, how can we be sure things won’t change again by the time this keynote begins onstage? Join to discuss:

  • Industry trends: How much weight should we give to the claims made by the latest LLMs?
  • Bursting bubbles: Did January 2025 mark the moment the AI bubble burst?
  • Taking a breath: What positive developments can we take away from this?
  • Changing tracks: Should the industry stick to its current trajectory or pivot to something new?