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Panel: The Inference Economy - Who wins in the next phase of AI infrastructure investment?
The AI infrastructure boom has been defined by a race to build the compute, power, and capacity needed to train increasingly sophisticated models. Yet as AI adoption moves from experimentation to large-scale deployment, the focus is shifting toward inference, where AI applications are delivered to users and businesses in real time. This next phase of growth will create new winners across the digital infrastructure ecosystem, from data center operators and network providers to energy companies, cloud platforms, and emerging infrastructure specialists. This panel will explore how investment priorities are evolving, where value is likely to be created, and which sectors stand to benefit most from the rise of the inference economy.
- How will the shift from AI training to inference reshape infrastructure investment priorities and capital allocation?
- Which segments of the digital infrastructure ecosystem are best positioned to benefit from the growth of inference workloads?
- What capabilities, assets, and strategies will separate the winners from the rest as AI adoption scales across industries?