Full agenda is in development for infra/STRUCTURE 2025. We will dive into sessions on AI data centers, hyperscale, cloud, edge, energy, sustainability, investment trends, digital infrastructure growth & much more.

 
 
 

Day 1 - October 15, 2025

Main Forum

  • INTRODUCTION & WELCOME TO infra / STRUCTURE 2025

    Structure Research founder Philbert Shih provides a quick introduction to infra / STRUCTURE 2025 and some background and context for this year's theme: concurrence.

  • Keynote Panel

  • Panel

10:25 - 10:45 AM Coffee Break

  • Panel

  • ANALYST KEYNOTE: WHERE IS AI TAKING DATA CENTRE DEMAND?

    Head of Research Jabez Tan provides a detailed overview of the data centre and hyperscale market, touching on the most salient themes impacting the market on a global basis. SR's latest marketshare numbers will be presented, along with our latest projections for GPU deployments and AI demand.

12:00 - 1:15 PM Lunch Break

Track 1

  • STATE OF HYPERSCALE, AI DEMAND AND PIPELINE UPDATE: USA MARKETS

    What is the state of hyperscale and AI demand in the US? Is there reason to be skeptical or is AI going to be the game-changer that everyone expects? Where is the AI build-out wave going to take place and why? Against the backdrop of SR's indepenent research, we look at where builds are happening and present new research on the US data centre development pipeline.

    → Vivian Kong, Research Analyst, Structure Research; Philbert Shih, Managing Director, Structure Research

  • IS HYPERSCALE DEAD? NEW END USER PROFILES

    For well over a decade, the sector has been defined by hyperscale. A very short list of companies has consumed a significant amount of hyperscale colocation capacity and made the business a high stakes game. But with the rise of AI, a new tier of startups and neocloud providers has widened the addressable market and this is a good thing. What does this demand look like and where is it coming from? How should operators pivot in order to be able to serve a rapidly shifting demand profile? What kind of new strategy and tactics should they employ?

    → Philbert Shih, Managing Director, Structure Research

2:20 - 2:40 PM Coffee Break

  • HYPERSCALE, AI TRENDS IN APAC: MARKET UPDATE

    The APAC region continues to expand and Chinese hyperscale growth has rebounded, boosting overall demand for data centre colocation. Meanwhile, AI is set to land in the region and where and how that happens will determine the fate of a number of different markets. What is the state of the AI build-out in APAC and who will be the winners and losers? What kind of barriers and potential roadblcoks are on the horizon? Against the backdrop of SR's independent research, we answer these questions and more, while sharing newly published marketshare data on markets such as Mumbai, Kuala Lumpur, Hong Kong and others.

    → Jabez Tan, Head of Research, Structure Research; Swapna Subramani; Research Director IMEA, Structure Research

  • Industry Session

Track 2

  • Industry Session

  • Panel

2:20 - 2:40 PM Coffee Break

  • MANAGED INFRASTRUCTURE TEMPERATURE CHECK

    The managed infrastructure category is dynamic and wide-ranging. Growth is steady and there remains upside in various pockets. Are there more opportunities to uncover? How will AI impact product portfolios and demand? What is the state of the managed infrastructure market across SMB to the mid-enterprise?

    → Moderator: Philbert Shih, Managing Director, Structure Research
    → Panelists: Jeremy Pease, CEO, Hivelocity

  • Industry Session

 
 

Day 2 - October 16, 2025

Main Forum

  • INTRODUCTION AND INTERNET INFRASTRUCTURE MARKETSHARE 2025-2030

    Structure Research starts the day with a presentation of its updated marketshare analytics for the 2025-2030 period.

    → Philbert Shih, Managing Director, Structure Research

  • Keynote Panel

  • Panel

10:25 - 10:45 AM Coffee Break

  • Panel

  • Panel

12:00 - 1:15 PM Lunch Break

1:15 - 1:45 PM Track 1 / Track 2

1:50 - 2:20 PM Track 1 / Track 2

  • WHICH WAY FORWARD FOR DATA CENTRES AND HYPERSCALE INFRASTRUCTURE?

    Structure Research founder Philbert Shih provides a summary of the key takeaways from infra / STRUCTURE 2025. Did we answer the questions around AI demand and its growth projections? Does hyperscale demand continue to be on solid footing?

    → Philbert Shih, Managing Director, Structure Research

  • ANALYST TEAM CONCLUDING THOUGHTS AND Q&A

    The senior analyst team at Structure Research offers departing thoughts in a conversational format, while leaving room for Q&A.

    → Moderator: Philbert Shih, Managing Director, Structure Research

    → Panelists: Jabez Tan, Head of Research, Structure Research; Sacha Kavanagh, Research Director EMEA, Structure Research; Swapna Subramani, Research Director IMEA, Structure Research; Ainsley Woods, Research Director, Structure Research

3:05 - 3:30 PM Coffee Break

 
 
 
 
 

Track 1

  • Industry Session

  • Industry Session

 

Track 2

  • Industry Session

  • Industry Session