Financing the AI Buildout: Capital, Power, and Economics of AI Infra

The AI infrastructure buildout is becoming one of the largest capital-intensive projects in the technology industry, requiring massive amounts of capital, power, and physical infrastructure to support continued growth in compute demand. This session will break down the economics behind building AI infrastructure at scale, including what the industry is all betting on, deployment timelines and economics, and how infrastructure providers think about financing large-scale GPU deployments.