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

Agenda - Day 1

AI Leaders Roundup: How AI is 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