Hyperscalers, neoclouds & sovereign platforms: To what extent will APAC’s AI and cloud markets evolve?

02 Dec 2026

This panel maps how APAC’s AI and cloud ecosystem is shifting as hyperscalers accelerate capex in core hubs and push into new markets reshaping where capacity, networks and talent must land first. It will examine the rise of sovereign AI platforms, public–private/JV models and the emerging role of neoclouds. How are end user trends and sovereignty requirements shaping AI and cloud demand? What can GPU shipments and early neocloud deals tell us? What form will infrastructure partnerships take and how can they accelerate?