Don Barneston

Infrastructure as Destiny: The Compute-Capital-Cloud Trinity | RAISE Summit 2026

Stephanie Cohen, Don Barneston, Suresh Vasudevan, Greg Matson, Jeff Denworth, Jordan Nanos

Driven by a critical shortage of physical infrastructure against surging AI demand, the event highlights how neoclouds and vendors are shifting from speculative investment to immediate deployment through deep operational partnerships and aggressive capacity underwriting through 2028. Key industry leaders from companies like Cloudflare, Vast Data, and Solidigm discuss how architectural innovations in storage compression, isolated compute environments, and resilient interconnects are solving bottlenecks in copper, optics, and hardware failure rates. Looking ahead, the discussion projects a multi-decade expansion cycle marked by market consolidation, the emergence of machine-to-machine commerce, and the transition of AI inference into a ubiquitous cloud utility embedded within every application.