Investment Forum | LATAM // Panel: Peak AI euphoria? Distinguishing real demand from investor FOMO in LATAM
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- Tankah 6 - Level -1
- Investment & Markets
- Sesión solo por invitación
Speakers
Global Cloud Data Center Real Estate Lead, IBM
Alejandro Estúa
CRO, KIO Data Centers
Robert Kim
National Growth Lead - Infrastructure & Capital Projects, Accenture
Fabiano Fração
Chief of Strategy & Revenue Officer and Partner, Azion
Conference Producer, DCD
Core focus:
Define the macro investment thesis — is AI-driven demand sustainable, and what signals should investors trust?
Key themes:
AI: bubble or opportunity? A balanced investment perspective.
What demand signals are real vs hype?
Is massive investment in AI justified?
From compute to capital: financing the foundations of advanced AI.
How to invest between AI bubble fears and tech euphoria?
Anticipating demand patterns before competitors.
Are hyperscalers in LATAM overbuilding or strategically positioning?
Will LATAM see AI demand locally or just hyperscale spillover?
What demand signals are real vs hype?