Kent Draper
Showing 1–2 of 2 transcripts.
- RAISE Summit39 min
The Trillion Dollar Question: Financing AI's Infrastructure | Modular, IREN & More | RAISE 2026
Tim Davis, Kent Draper, James B. Krellenstein, Wayne Nelms, Erwan Menard, Jeremie Eliahou Ontiveros, Jeremy, Tim Buckley, James Kallenstein
The AI infrastructure sector is undergoing a structural shift toward extreme capital intensity, prompting neoclouds like Iron and Crusoe to adopt complex financing models that blend investment-grade debt, Microsoft prepayments, and diverse revenue streams such as token sales. Simultaneously, industry leaders are addressing asset lifecycle mismatches and energy bottlenecks by leveraging software-driven fungibility for non-NVIDIA silicon and securing "behind-the-meter" nuclear uprates to bypass regulatory delays. This evolving landscape enables lenders to backstop sub-investment grade counterparts while hyperscalers vertically integrate to capture higher margins, ultimately transforming compute into a standardized, tradable commodity.
- RAISE Summit20 min
State of AI Infrastructure: What's Powering AI Today | IREN, Mirantis & NVIDIA | RAISE Summit 2026
Kent Draper, Alex Freedland, Dion Harris, Henri Delahaye
Industry leaders from Iron, NVIDIA, and Mirantis convened to address the critical bottleneck of energy and physical infrastructure limiting the global AI race. The panel outlined a strategic shift toward vertical integration and open standards, exemplified by Iron's European expansion for sovereign AI and NVIDIA's launch of an API-centric ecosystem to streamline compute consumption. Success in this sector now hinges on synchronizing rapid software orchestration with the slower deployment of power grids and data centers to bridge the widening supply-demand gap.