NPM Interconnections (EUR) – Episode 198: Neo Cloud & AI Factories | PANEL
This week’s episode is the full recording of a panel discussion titled “Neo Cloud & AI Factories,” held at the DataCentre Live London Summit on May 21, 2026.Speakers include:Lewis Cobb – Global Director – Modular AI Factories & Data Centres, DurataChristian Goldsmith – Data Center Global Solutions Lead, ArcadisAndrew Harrison – Director of Master Planning, nLightenBlaine Daws – Solutions Director, WNTDFalk Weinreich – CEO, Portus Data CentersMadeline Sherratt – Data Centre Reporter, NPM Europe (m)In this panel, industry leaders unpack how surging AI demand is reshaping infrastructure design, investment, and deployment strategies—while exposing major constraints around power, talent, and delivery timelines. From sovereignty-driven localization to the realities of scaling AI workloads, this conversation explores what’s really driving—and limiting—Europe’s digital future.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.

