What Turns AI Demand into Infrastructure Cash Flow?

This session will examine what converts market interest into financeable revenue, including:

• What evidence turns AI demand into bankable revenue - from reservations and deposits to take-or-pay contracts and balance-sheet support
• How hyperscalers, neoclouds, sovereign AI platforms and enterprises should be underwritten differently
• The minimum contract tenor, credit quality and revenue commitment required to finance AI capacity
• When customer concentration becomes more dangerous than vacancy risk
• How power delivery, technical specifications and network access can undermine otherwise credible demand
• Who should own the GPUs and who ultimately bears utilisation, residual-value and technology-obsolescence risk