Panel: Everything, everywhere, all at once – solving the Neocloud financing equation
- What are the financing table stakes in the AI infrastructure economy?
- Are credit wraps, such as Nvidia’s proposed US$250bn OpenAI guarantee, bridging the gap to investment-grade credit? And if so, at what cost?
- Are Neoclouds now being underwritten as infrastructure rather than tech platforms? And how is that refocusing lender appetite and pricing?
- How are lenders assessing risk across GPU supply, anchor customer demand and colo capacity? And how do Neocloud and traditional cloud profiles differ?
- When will we see the first fully vertically-integrated Neocloud platform?
Moderator
Speakers
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