AI is not only driving demand for smarter technology, but also for massive investments in energy, data centres and infrastructure. As the global AI race accelerates, pressure on electricity networks, energy capacity and the physical systems behind economic growth is increasing just as rapidly. What does this mean for CFOs? Which infrastructure will become strategically critical for competitiveness? Where will the biggest bottlenecks emerge? And which investments will become unavoidable in an economy where technological growth is accelerating faster than physical capacity can keep up?

This session explores the growing tension between the rapid expansion of AI infrastructure and the energy systems required to support it. A conversation about energy, infrastructure, investment and the economic consequences of the AI race, and why this is no longer just a technology discussion, but a strategic boardroom issue.