Agenda - Day 1
Executive Boardroom: AI Compute Executive Boardroom: Bubble risk, the Neocloud model and the battle for economics
• Are we in an AI build-out bubble? And what assumptions must hold true for current projections to materialise?
• How are increased capex needs favouring outsourcing at the chip layer?
• How do strengths and weaknesses of Hyperscalers, Neoclouds, GPUaaS operators, sovereign propositions and telco/DC-owned operators compare?
• From unit economics to PAYG structures and utilization thresholds - what's shaping the long-term viability of GPUaaS models?
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Moderator
Pol Castellà
Engagement Manager, TMT Strategy
FTI Consulting -
Speaker
Pol Castellà
Engagement Manager, TMT Strategy
FTI Consulting -
Speaker
Gilles Noël
SVP GPU Cloud & Corporate Development
Scaleway -
Speaker
Dan Thomas
CEO
GreenScale Data Centres -
Speaker
Matthieu van Amerongen
Director
Nebul -
Speaker
Michael Pothitos
Managing Director
H.I.G. Capital -
Speaker
Ben Richardson
VP Strategy
CoreWeave
