AI Leaders Panel: What’s the investment case for EMEA’s AI-ready infrastructure?

Agenda - Day 1

AI Leaders Panel: What’s the investment case for EMEA’s AI-ready infrastructure?

• How are operators and investors distinguishing between durable AI demand and short-term hype when prioritising CapEx and allocating capital?
• How are training clusters influencing power procurement, site selection and connectivity requirements across EMEA?
• Where could inference demand realistically emerge? And how does this affect commercial models?
• How are GPU business models and Neocloud providers shaping value creation throughout the stack?
• What are the biggest barriers to scaling? And how are they being overcome?