Join us for an exclusive private discussion on the year ahead for AI data centers and the evolving financing landscape.

Enjoy private access to expert insights from Jordan Chalfin, Andy Li, Erick Vega and Andy DeVries, as they explore potential AI datacenter overbuild, hyperscaler capex & issuance, Oracle’s risks & opportunity, neoclouds in the medium term, AI data center financing & guarantees, GPUs vs. TPUs and evolving architectures, and the memory supercycle & key components.

Topics for discussion to include:

• Potential AI Datacenter Overbuild
• Hyperscaler Capex & Issuance
• Oracle’s Risks & Opportunity
• Neoclouds – Medium-Term View
• AI Data Center Financing & Guarantees
• GPUs vs. TPUs & Evolving Architectures
• Memory Supercycle & Component