Spencer Lamb

Spencer Lamb

CEO Kao Data

Day 1 | 3rd November

10:00 AM 360 Panel: Hyperscaler Strategy Shifts: How are changing compute strategies reshaping investment, development and financing decisions?

Where hyperscalers and major platforms choose to deploy compute will determine which assets become core infrastructure and which become optional. This panel will explore how AI networks are evolving, with centralised training clusters alongside distributed cloud zones and edge deployments, and what this means for future infrastructure demand. 

Understand how hyperscaler roadmaps influence where operators should prioritise capacity expansion, how flexible hyperscalers can be on contract structures, and what this means for development planning, site selection and long-term financing. 

Check out the incredible speaker line-up to see who will be joining Spencer.

Download The Latest Agenda