Neocloud Forum Roundtables & Networking

03 Jun 2027
Salle de Presse

Investment: The Bankable Neocloud

  • Which neocloud business models will still be attractive to investors in 3-5 years?
  • Who should own utilisation, depreciation and residual-value risk on expensive AI infrastructure?
  • What customer contracts, counterparties and revenue streams make a neocloud genuinely financeable?

 

Strategy: Beyond GPU-as-a-Service

  • Is GPU-as-a-Service becoming a commodity, and where will margins accrue instead?
  • How far up the stack should neoclouds move: managed services, inference platforms, tokenisation or AI outcomes?
  • Can operators create durable value without competing directly with hyperscalers and AI labs?

 

Infrastructure: Where Will AI Capacity Be Built?

  • As inference overtakes training, where should neoclouds deploy their next wave of capacity?
  • Will inference be concentrated in AI campuses or distributed closer to users, enterprises and available power?
  • Does sovereignty create a long-term advantage for regional neoclouds?

 

Power: Winning the Race to Compute

  • What creates more competitive advantage today: GPU access, power access or speed-to-compute?
  • Which power strategies are proving most effective: grid connections, power-secured land or behind-the-meter generation?
  • Can distributed compute help overcome growing power constraints?

 

Demand: Unlocking Enterprise AI Growth

  • What is preventing enterprises from moving from AI experimentation to production-scale deployment?
  • Which enterprise workloads are most likely to drive the next wave of inference demand?
  • How can neoclouds win enterprise customers that are not choosing hyperscalers?

 

Technology: The Future of Compute Demand

  • Are operators overbuilding for training while underestimating inference demand?
  • How will agentic AI change compute consumption and infrastructure requirements?
  • What do specialised inference chips and heterogeneous compute mean for future deployment strategies?

For information on how to attend the Neocloud Forum, please email: louise.burrett@techoraco.com