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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?
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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
