Navigating global AI Disruption at Connect | New York

The trajectory for AI seemed set—until recent events dramatically shifted the outlook. In a matter of weeks, we witnessed the U.S. government endorsing a $500B+ investment in advanced compute infrastructure, followed by an unexpected market correction triggered by DeepSeek's emergence. These developments have created both challenges and opportunities for infrastructure providers and AI innovators alike.

Join the conversation

Firmus is proud to announce that our Chief Technology Officer, Daniel Kearney, will participate in a pivotal keynote panel at Connect | New York titled "The End of AI Optimism? Global Disruption and What Comes Next."

Date: March 25, 2025
Time: 8:45 a.m. - 9:30 a.m.
Track: Investment & Markets

Daniel will join an exceptional panel of industry leaders:

• Hunter Newby, Chairman & CEO, Newby Ventures
• Wes Cummins, Founder and CEO, Applied Digital
• Dan Loosemore, CEO, DatacenterDynamics

Critical industry questions addressed

The panel will tackle pressing questions that are reshaping our industry's future:

Industry Trends

How should infrastructure providers evaluate claims made by emerging LLM technologies? With performance benchmarks shifting rapidly, establishing realistic expectations is essential for sustainable growth.

Market Realities

January 2025's market correction raised important questions about AI infrastructure investment. The panel will explore whether this represents a temporary setback or a fundamental reassessment of the AI compute landscape.

Positive Developments

Despite market volatility, significant technological advancements continue to emerge. The panel will highlight innovations that are driving real performance improvements and cost efficiencies.

Strategic Pivots

Should data center operators maintain current expansion strategies or pivot toward more sustainable, efficient approaches? Firmus continues to champion solutions that balance performance, cost-efficiency, and environmental impact.

Why this matters

At Firmus, we've consistently advocated for a measured approach to AI infrastructure—focusing on practical solutions that guarantee 99.5% uptime while reducing environmental impact through our immersion cooling technology.

The ongoing industry disruption reinforces our commitment to building GPU infrastructure that addresses the complete lifecycle of AI implementation: from development to deployment, with sustainability and cost-efficiency as core principles.

For more information about Connect | New York or to secure your pass, visit the link here.