Neocloud Summit

What is a neocloud? Is that term the right fit for an ever-expanding, heterogenous group of companies with different customers, different offerings, and different long-term growth strategies? Join us for this panel as we deep dive into the world beyond traditional cloud: • Who are the different players across the "neocloud" ecosystem and how do they fit into the existing digital infrastructure market? • How do neocloud and neoscalers differ from traditional cloud providers? • What timelines are neoclouds operating under for their digital infrastructure projects, and why?  

AI is creating a new class of network customer. Beyond traditional enterprises, cloud providers, and telecom operators, AI-focused infrastructure developers, GPU cloud providers, model builders, and hyperscalers are driving unprecedented demand for high-capacity fiber connectivity. These requirements extend beyond simple bandwidth, encompassing low-latency routes, diverse network paths, inter-data center connectivity, and access to power-rich locations. As AI infrastructure scales, fiber network operators are seeing demand patterns evolve rapidly, creating new opportunities and challenges across the connectivity landscape. This panel will explore how AI-first infrastructure is reshaping network demand and what it means for the future of fiber deployment and investment. • Who are the emerging buyers of fiber infrastructure in the AI era, and how do their requirements differ from traditional customers? • How is AI-driven demand influencing where fiber networks are built, expanded, and interconnected? • What opportunities and challenges does the growth of AI infrastructure create for network operators, investors, and connectivity providers?  

The shift from merely underwriting buildings to underwriting customers is now a critical consideration for AI-infrastructure financing. As AI data centers have capital requirements beyond any traditional data center projects, all whilst hinging on a steady but concentrated number of customers, exposure to AI hardware supply chain risks across GPUs and memory, as well as a limited operating history. Will AI data centers require a whole new set of financing terms to traditional or hyperscale data centers? Join us for this panel as we explore: What characteristics define a neocloud in the eyes of investors?  How could private credit prove more valuable for these increasingly large and complex financing requirements? How stable is the neocloud customer class? And is that customer class evolving with AI demand?

As more AI clouds and GPU-aaS offerings continue to emerge, the question on everyone's lips is if and/or when this new and expanding market of offerings will consolidate, with the potential for the strongest performerd to become the next generation of hyperscalers. And is this already happening? Join us for this closing panel as we discuss: How will future market dynamics be influenced and impacted by access to capital? How will continued uncertainty around AI demand and the cost-per-token affect the performance of neoclouds? What quality and quantity of customer will dictate the winners in the market?