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Agenda - Day 2

11:15-11:55

Panel: EMEA's GPUaaS gold rush - who's backing the new breed of datacentre offtakers?

  • Are traditional debt structures evolving quickly enough to match the speed of AI-driven demand?
  • How are power and hardware risks being priced into terms?
  • What level of visibility do lenders require? And are they getting it?
  • How are banks looking at GPUaaS leases? And how do they compare to the Western and Chinese Hyperscalers?
     
  • Moderator

    Sylvain Loizeau
    Principal
    Analysys Mason

  • Speaker

    Sylvain Loizeau
    Principal
    Analysys Mason

  • Speaker

    Oliver Schiebel
    CEO
    hscale

  • Speaker

    Luca Egidio
    Managing Director
    BlackRock Global Infrastructure Partners

  • Speaker

    Michel Boutouil
    CEO
    Polarise

  • Speaker

    Massimiliano Battisti
    Global Head of Infrastructure & TMT Finance & Advisory
    Societe Generale