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Agenda - Day 1
14:20-14:40
Fireside Chat: Building AI at scale - what makes a Neocloud investable?
A view from a Neocloud provider on emerging business models, finance structuring and short to mid-term outlook. This fireside chat will explore:
- GPUaaS, PAYG chip rental – what are the benefits of the different models?
- What are the emerging GPU cloud capital structures?
- Are Hyperscalers direct clients, or will there be intermediaries?
- How are providers mitigating stranded capacity risk?
