Connect | London // Debate: Europe’s AI‑first cloud platforms, a durable new tier or short‑cycle surge?
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- Data Center Construction
- Investment & Markets
- Open Session
Speakers
Gaurav Dixit
Global Head of Datacenter Design & Development, Compute Nordic
Managing Director | EMEA, Accenture
Ilamaran Gunaratnam
Senior Manager of Procurement, EMEA, Digital Realty
Michael Cohen
Head of Data Center Development, OVH Cloud
Matthew Gooding
Senior Editor, DCD
A new class of AI‑focused cloud providers has surged across Europe, positioning themselves as agile, specialized platforms built for high‑performance compute. Their rise reflects a moment of intense market pressure: constrained supply, regulatory complexity, and enterprises seeking alternatives to traditional cloud routes. The question is whether these platforms represent a lasting pillar of Europe’s compute ecosystem or a temporary response to extraordinary demand conditions.
This session will explore:
- Whether their economics and architectures can scale beyond early‑stage deployment
- How demand volatility and a potential AI‑market correction shape their long‑term viability
- How specialized and AI‑focused clouds fit into a broader multi‑tier market, and what their role becomes as the ecosystem matures
- Whether these platforms become strategic assets for Europe or consolidate as conditions stabilize