AI and specifically generative AI will have a profound impact on the design and operations of data centers as well as on the demand for data center capacity. We expect this generational moment with generative AI to have a profound impact on how enterprises rethink where workloads are hosted – on-premises, near premises, metro data centers, and regional/hyperscale data centers – directly impacting when and where data center capacity is needed. In this session, we will discuss a high level forecast for demand and supply of data center capacity, enterprise preferences and buying criteria, and potential value creation opportunities for colocation providers