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Agenda - Day 1

17:05

AI Leaders Roundup: How is AI Reshaping the Future of Digital Infrastructure?

  • Will AI hyperscale demand continue at this pace, or are we facing an investment bubble?
  • Who will be the winners and losers amid rapid AI and energy transitions?
  • The emergence of specialized "training clusters" for AI workloads driving massive power and infrastructure requirements
  • Uncertainty around the timing and location of inference demand, and the evolving role of GPU-as-a-service providers in meeting this new wave of customer needs

  • Chair

    Sean McDevitt
    Partner
    Arthur D. Little

  • Speaker

    Adam Waltz
    Managing Director
    Global Infrastructure Partners, a part of BlackRock

  • Speaker

    Matthew DeNezza
    CFO
    Crusoe Energy

  • Speaker

    Saidal Mohmand
    CFO
    Applied Digital

  • Speaker

    Dan Davis
    CEO
    Arcadian Infracom

  • Speaker

    Adrian Shaktu
    Founder & CEO
    UNIFI Communications