Energy First Part I: The New Map Of Power

Agenda

1. 10:30–10:40

   Keynote: The AI Race Has A Geography

   From NATO to Narvik

   AI is becoming physical geopolitics. Power, chips, compute, fibre and data centres now sit inside questions of security, industrial strategy and sovereignty. In Narvik, a 230 MW AI campus is turning an Arctic industrial town into one of Europe’s new compute hubs - and makes the cover of Time Magazine.

   Who should own Europe’s AI infrastructure, what can the Nordics build around it, and what does sovereign compute actually mean in practice?

   Keynote speaker will be announced shortly.

2. 10:40–10:50

   Shahzad Rana: AI Runs On Real Estate

   • SRShahzad Rana

   Hosting AI infrastructure is one thing. Building an industry around it is another.

   Data centres need much more than land and power: cooling, connectivity, automation, construction, security and energy systems at enormous scale. With a background from Big Tech and infrastructure development, Shahzad Rana asks how Norway turn its advantages into companies, capabilities and expertise we can export.

3. 10:50–11:15

   Executive discussion: Land. Power. Compute. Control.

   Europe wants greater technological sovereignty. But hosting data centres is not the same as controlling the infrastructure beneath the digital economy.

   Who should control land, power, compute, data and cloud? How much dependency is acceptable? For Nordic real estate, the question is shifting from where to build to how much of the stack we should own.

   Participants will be announced shortly.