Panel: The trillion-dollar question - where will infrastructure capital be allocated as AI demand evolves?
- Which AI demand drivers are genuinely bankable, and how is that shaping infrastructure investment through to 2027?
- How do training and inference workloads differ in their infrastructure and capital requirements?
- How is uncertainty around demand duration and utilization influencing investment prioritization?
- How are hyperscale and chipmaker partnerships defining funding allocation?
Moderator
Speakers
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