Wasif Khan
CFO and co-founder of Via Photon with over 25 years of experience at the intersection of financial services and technology, providing expertise on data center infrastructure, AI investment cycles, and risk management.
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Mar 17, 2026 • 32min
Surging AI and Data Center CapEx: Are We on the Verge of a Bubble? w/ Wasif Khan
Wasif Khan, CFO and co-founder of Via Photon with 25+ years at the finance-technology nexus, speaks about the surge in data center and AI infrastructure spending. He explores risk versus volatility, liquidity and economic cycles, uneven CapEx pockets, and where AI revenue and productivity gains may emerge. He also discusses practical strategies for managing investment cycles and building accountable engineering culture.
