Sam Tabar

Compute as Capital: Redefining AI's New Currency | WEKA, Akamai, TensorWave & More | RAISE 2026

Val Bercovici, Carmen Li, Parimal Pandya, Sam Tabar, Piotr Tomasik, Robin Wauters

With global AI infrastructure spending projected to reach $7 trillion by 2030, industry leaders identify power access and specialized talent as the primary constraints limiting supply. Experts from White Fiber, Weka, and Silicon Data argue that compute has evolved into a high-value asset class driven by unique market dynamics, including appreciating H-100 GPU values and emerging financial instruments for compute volatility. While current value capture remains anchored in the physical supply chain of chips and energy, the sector anticipates a structural shift toward application-layer returns by 2031 alongside advancements in virtual supercluster technologies and regional market expansion.