This episode will be available to stream at 9am ET

AI demand is accelerating rapidly, with GPUs emerging as the most valuable component within the digital infrastructure stack and reshaping how data centers are financed and valued. Traditionally anchored in real estate, power and long-term leases, the investment model is evolving as GPUs move beyond being simple hardware and begin to be treated as financial instruments in their own right. This shift is driving new approaches to ownership, funding and risk, and is changing how capital is deployed across the ecosystem. Join this episode to discuss:

• How GPUs are redefining value within the data center stack and being treated as financial assets
• The emergence of new financing models as investors take ownership positions
• The development of a new ecosystem, from GPU-as-a-service platforms to specialist financiers and cloud GPU providers
• Managing the risks of treating fast-depreciating technology as a financial instrument