Shaun O'Meara
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- RAISE Summit37 min
RAISE Summit 2025: AI Infrastructure. Compute is the New Oil
Roman Chermin, Youssef El Manssouri, Shaun O'Meara, Stephen Balaban, Chase Lochmiller, Dylan Patel
The AI infrastructure sector is undergoing a paradigm shift from CPU-centric multi-tenant models to dedicated, high-density GPU environments, prompting NeoCloud providers to leverage rapid deployment speeds and sovereign strategies to challenge hyperscaler dominance. Leaders such as Sorrenti and Nebius are vertically integrating from energy sourcing and data center construction to advanced software virtualization, aiming to address Europe's compute deficit and mitigate enterprise switching barriers through specialized physical infrastructure. While market projections indicate that future revenue will eventually consolidate around model builders and sovereign entities controlling Artificial General Intelligence, the immediate landscape remains defined by a struggle for agility against entrenched ecosystem lock-in.