Agenda

Tuesday, 8 September 2026 — Welcome & Connect | 18:30 - 20:30

Join us on the Hotel Arts terrace for our opening welcome reception. Connecting with fellow AI infrastructure leaders from around the world while enjoying a view of the Mediterranean. Designed to foster meaningful conversations from the outset, the evening provides an opportunity to meet peers, partners, and industry leaders before the formal program begins.

  • Executive Welcome Reception
  • Networking with executive peers, NVIDIA, and AI ecosystem partners
  • Informal discussions to kick off the summit

Wednesday, 9 September 2026 — Building a Profitable AI Business | 08:00 - 21:00

Grab a coffee, get registered, and start making connections before the day kicks off.

Abstract

Another chance to connect. Pre-booked meetings happen now, and everyone else is welcome to keep mingling and building on today's conversations.

Neysa's CPO, Karan Kirpalani, on building a business that beat the market on margins when few believed it could, and the discipline that turned into real scale. A candid read on what superior unit economics look like and how they compound.

Abstract

Abstract

Capital is flooding into AI infrastructure, but raw capacity is not a business. Haseeb sets the core idea of the summit and folds in the four directions Rafay is building toward and why. The session frames where margin lives and how operators move from selling GPU time to selling outcomes.

Full Name
Haseeb Budhani
Job Title
Co-Founder and CEO
Company
Rafay
Speaker Bio
Haseeb Budhani is Co-Founder and CEO of Rafay, a leading platform provider for AI infrastructure. He works with NeoClouds, telecommunications providers, sovereign AI operators, and enterprises around the world to transform accelerated computing infrastructure into secure, governed, and consumable AI platforms.

Under Haseeb's leadership, Rafay has become a strategic technology partner to organizations building and operating large-scale AI infrastructure, helping them accelerate time to market, improve developer access to compute, and create new revenue opportunities from GPU and AI investments. Haseeb is a frequent industry speaker on AI infrastructure, sovereign AI, AI Factories, and the rapidly evolving economics of AI services.
Haseeb Budhani

Abstract

Warren Barkley, VP, Product, DSX at NVIDIA, opens Rafay's customer event with NVIDIA's strategy for sovereign and neocloud AI infrastructure: the thinking behind what NVIDIA expects from the ecosystem, and what that means for operators and enterprises buying into this stack today. He'll be joined by Nicholas Chia, CEO of Aolani — one of the first operators running in production on DSX — for a conversation on what it actually takes to go from silicon to a service customers will pay for.

 

Full Name
Warren Barkley
Job Title
VP, Product, DSX
Company
NVIDIA
Speaker Bio
Warren Barkley is vice president of product management of DSX at NVIDIA. Prior to NVIDIA, Warren led core AI/ML platform teams in Google Cloud. Before Google, he held executive roles managing AI and machine learning product groups at Amazon Web Services and at Microsoft, where he helped drive several major cloud and communications products.
Warren Barkley

Abstract

Ashin Uday from Yotta joins Haseeb and Warren for a conversation on what it actually takes to go from silicon to a service customers will pay for.

Full Name
Ashin Uday
Job Title
Product Lead
Company
Yotta Data Services Private Limited
Speaker Bio
Ashin is a technology and business leader at Yotta, working at the forefront of India’s AI infrastructure revolution. He is helping build a full-stack AI Factory at scale bringing together massive GPU compute, AI factory, and an ecosystem of technology partners to enable the next wave of AI innovation. His focus is on turning compute into capability: enabling enterprises, startups, and governments to build, train, and deploy AI at scale.
Ashin Uday

Abstract

AI demand is growing rapidly, and building a sustainable neocloud business depends on both GPU access and the economics of operating them. This session connects the economics of AI infrastructure with the capabilities enterprises expect from their providers.We’ll examine the margin math behind the neocloud model—including GPU utilization, pricing, and the balance between training and inference workloads—alongside what enterprises are actually asking for from AI infrastructure operators. Drawing on advisory work across sovereign and neocloud programs worldwide, David Wood, Senior Managing Director, Global Lead, Sovereign AI, will identify where operators most often fall short and what it takes to address those shortcomings.

Connect with peers, continue conversations, make new connections, or meet with attendees you’ve pre-booked time with.

Enjoy a great lunch while connecting with peers and industry leaders. Compare notes on the morning’s key takeaways, continue the conversations sparked by the sessions, and recharge for an engaging afternoon ahead.

Abstract

Drawing on lessons from 45+ production GPU cloud and AI factory deployments, Netris CEO Alex Saroyan explores what it takes to operate complex AI networks at scale. He’ll cover the challenges of managing multiple networking layers, enabling hardware-enforced multi-tenancy, and moving beyond DIY automation to build more scalable, secure, and repeatable AI infrastructure.

Full Name
Alex Saroyan
Job Title
Co-Founder & CEO
Company
Netris
Speaker Bio
Alex brings more than 25 years of architecting and building large-scale networks. He co-founded Netris in 2018 and pioneered the NAAM category - network automation, abstraction, and multi-tenancy for cloud and AI infrastructure operators.
Alex Saroyan

A financial panel on the economics of the AI business: GPU-as-a-service margins versus token-based AI services, and how utilization, pricing, and mix drive ROI on a major infrastructure bet.

Finance and operations leaders from leading neoclouds compare where the returns are coming from today and how they are planning to grow margins from here.

Another chance to connect. Pre-booked meetings happen now, and everyone else is welcome to keep mingling and building on today's conversations.

Abstract

AI leaders are no longer asking how many tokens they can process, but what outcomes they can create with the right balance of cost, control, and trust. As agentic AI drives dramatically larger workloads, enterprises will need hybrid infrastructure spanning frontier cloud, private AI, hosted environments, and the edge. This session explores why hybrid AI is becoming the default enterprise model, and why intelligent control planes that route workloads across environments may become the winning layer.

Full Name
Noam Rosen
Job Title
Director of Enterprise AI, Europe & META
Company
Lenovo
Speaker Bio
Noam Rosen leads Hybrid AI and Cloud AI for Lenovo across Europe and the Middle East. He works with enterprises, cloud providers, and technology partners to develop and deploy large-scale AI infrastructure, enterprise AI platforms, and advanced computing solutions.

With more than a decade at Lenovo, Noam has held leadership roles across high-performance computing, enterprise AI, cloud AI, and enterprise infrastructure. He also oversees Lenovo's European Presales Center of Excellence and European Innovation Center, supporting customers and partners with technical expertise, solution development, and AI demonstrations. Noam is a qualified attorney and holds an MBA.
Noam Rosen

Abstract

The next wave of AI will be about turning capacity into AI factories that can serve enterprises, governments and entire regions at scale.

Drawing on NVIDIA's work across supercomputing, cloud partners and the broader AI ecosystem, Rod Evans, Vice President, AI Cloud Infrastructure, EMEA, explores how the AI infrastructure market is evolving from centralized GPU capacity toward distributed, sovereign and service-driven AI factories. He'll examine what separates infrastructure that simply delivers compute from platforms capable of attracting workloads, improving utilization and creating durable economic value.

Full Name
Rod Evans
Job Title
EMEA VP - Supercomputing & AI Cloud Infrastructure
Company
NVIDIA
Speaker Bio
Rod Evans is NVIDIA’s Vice President for AI Cloud Infrastructure for Europe, Middle East and Africa. Rod is an accomplished entrepreneur and international business leader, with a proven track record of driving success across Data Center and Cloud businesses.

Rod’s 30+ years of international experience enables him to lead teams with passion, integrity, and confidence. He is a committed innovator with a keen interest in increasing awareness of AI’s potential. He works tirelessly to encourage the early adoption of AI by showcasing what it can do, how it works, and why implementing an AI strategy is critical.

He joined NVIDIA in 2018 and has overseen strong growth in the Artificial Intelligence businesses at NVIDIA across Europe. Before joining NVIDIA, Rod led the European direct sales force at Intel Corporation and previously held European Vice President Positions at Silicon Graphics, Rackable Systems, Copan Systems and EMC. Currently based in Reading, United Kingdom; he has worked in the UK, USA, and Germany.

Rod is a British national and alumnus of Queen Mary University, London.
Rod Evans

Abstract

Sovereign AI as a business and a mission at once. Cassava's leadership on building toward a continent-scale AI business across Egypt, Nigeria, and Kenya. The story offers a model for turning regional reach into a defensible business rather than raw capacity.

Abstract

A fleet can be sold out, fully allocated, and still miss its margin. "Utilization" is three numbers, not one: what you sold, what got assigned to a job, and what the GPUs spent computing rather than waiting for data. Sales owns the first. Orchestration owns the second. The third has no owner and is capped at design time, months before the first customer. Izhar Sharon separates the three, names the workloads where a fast data tier adds margin and the ones where it takes margin away, and closes with five questions worth asking your own team before the next site is committed

Full Name
Izhar Sharon
Job Title
SVP AI Customer Advocacy
Company
DDN
Speaker Bio
Izhar Sharon is Senior Vice President of AI Customer Advocacy at DDN, where he works with enterprise and public sector organizations to build and scale AI infrastructure that delivers measurable business outcomes. A technology executive with more than 30 years of leadership experience, Izhar has led companies across enterprise storage, cloud, and high-performance computing. Today, he advises organizations on data infrastructure, GPU utilization, and operational strategies required to deploy AI at scale, helping bridge the gap between technical innovation and business value.
Izhar Sharon
Full Name
Haseeb Budhani
Job Title
Co-Founder and CEO
Company
Rafay
Speaker Bio
Haseeb Budhani is Co-Founder and CEO of Rafay, a leading platform provider for AI infrastructure. He works with NeoClouds, telecommunications providers, sovereign AI operators, and enterprises around the world to transform accelerated computing infrastructure into secure, governed, and consumable AI platforms.

Under Haseeb's leadership, Rafay has become a strategic technology partner to organizations building and operating large-scale AI infrastructure, helping them accelerate time to market, improve developer access to compute, and create new revenue opportunities from GPU and AI investments. Haseeb is a frequent industry speaker on AI infrastructure, sovereign AI, AI Factories, and the rapidly evolving economics of AI services.
Haseeb Budhani

Connect with peers, continue conversations, make new connections, or meet with attendees you’ve pre-booked time with.

Abstract

Haseeb closes on the shared playbook behind building AI as a business and, for many, an act of sovereignty.

Enjoy dinner with your peers, continue the day’s conversations, and make new connections in a relaxed setting.

Thursday, 10 September 2026 — Leading the Next Generation of AI Businesses | 08:30 - 16:00

Fuel up and mingle. Connect with familiar and new faces before things kick off.

Abstract

The people, the mission, the vision. Kick things off with an inside look at who's behind Rafay.

Abstract

Teleco operators already own many of the ingredients needed for the AI era: facilities, power, networks, distributed infrastructure, enterprise relationships, and increasingly GPU capacity. Franck Jonas, Head of Telco, France, NVIDIA, explores how those assets can evolve into a distributed AI infrastructure platform—and what telcos need to add to turn infrastructure advantage into AI services and revenue.

Full Name
Franck Jonas
Job Title
Head of Telco France
Company
NVIDIA
Speaker Bio
Franck Jonas leads NVIDIA's Telco business in France. His job is making AI real for operators — turning networks, data centers and data into assets that generate revenue, not just cost. Twenty-five years spent optimizing enterprise business efficiency across the full IT stack.
Franck Jonas

Abstract

The gap between an AI factory design and a running, revenue-generating system is measured in months, and every one of those months is GPU-hour revenue lost on infrastructure already paid for. This session covers how the right systems integrator takes an operator from design to deployed across the full stack, getting them to first GPU-hour revenue sooner. It pinpoints where deployment stalls, and how the best operators avoid it. 

Presented by World Wide Technology.

Full Name
Simon Dumbleton
Job Title
CTO Europe
Company
WWT
Speaker Bio
Simon Dumbleton is CTO Europe at World Wide Technology, leading the European systems engineering organisation. An engineer by background with several patents filed, Simon established the Telco Cloud team at Telefónica UK (now VMO2), where he first met WWT as a customer. He then led technology at Capgemini, pioneering 5G network slicing, public safety networks and AI inference on low-power edge devices. One of his current focus areas is the pragmatic sovereignty of AI and how to secure technology in the age of AI and Quantum.
Simon Dumbleton

Connect with peers, continue conversations, make new connections, or meet with attendees you’ve pre-booked time with.

Secure and sovereign AI starts with a validated foundation. Cisco presents on the compute, fabric, and validated architectures that let operators serve regulated and sovereign demand.

Full Name
Jon Evans
Job Title
EMEA AI Hyper Specialist
Company
Cisco
Speaker Bio
Jon Evans leads go-to-market for sovereign AI and Neocloud at Cisco, enabling and co-creating joint capabilities with partners for enterprise customers. He is a champion for the Office of the CFO and can attest first-hand to the potency of finance-led transformation: the discipline that keeps a company's balance sheet, and the return on its future AI spend, at the centre of the decision rather than an afterthought. Unifying finance with the business and IT is critical if AI is to deliver the value it can.

He came to the role from the other side of the table. Before rejoining Cisco he spent several years inside a large telco leading finance transformation for the CFO, running the financial assurance organisation across a substantial operating £8.5Bn P&L and, in parallel, transforming the operating model to unify data and process assurance across the business. He led a team of 40 data scientists and a wider programme of 100 people across 15 departments: data assurance linked directly to the P&L, with machine learning and AI driving measurable efficiency across the order-to-cash cycle. That experience taught him where enterprise AI actually breaks. Not in the models, but in the structural layer beneath them: whether the data can be trusted, whether the processes hold, whether the infrastructure can carry production AI securely and at scale.

It is why he stands behind the structural capabilities of the Cisco platform today. He speaks about it as someone who was the customer, who hit those foundational problems first-hand, and who sees in Cisco's networking, data and security layer the capabilities enterprises genuinely need to make AI work in production. Earlier in his career Jon trained as an engineer, founded and exited a venture-backed SaaS company, and led the incubation of Cisco's collaboration cloud go-to-market across EMEA, growing the business beyond $1BN. He writes and speaks from experience, with a particular passion for sovereign AI infrastructure and what it takes to make AI commercially accountable.
Jon Evans

Abstract

Neysa's Karan Kirpalani on building a business that beat the market on margins when few believed it could, and the discipline that turned into real scale. A candid read on what superior unit economics look like and how they compound.

Full Name
Karan Kirpalani
Job Title
COO
Company
Neysa
Speaker Bio
Karan Kirpalani is the Chief Product Officer at Neysa, where he leads the development of AI Acceleration Cloud System. With over two decades of experience across NTT Ltd. and Netmagic Solutions, he has deep expertise in cloud services, data centers, and AI infrastructure. His expertise encompasses product development, management, and marketing across cloud solutions, data centers, disaster recovery, and application hosting services.

Karan is recognized for driving technological innovation, managing product lines' P&L, and collaborating with major consulting and technology partners to enhance sales efforts in medium and large enterprises. He is also an active thought leader in the tech community, sharing insights on AI infrastructure and cloud strategies through various platforms. Notably, he has discussed the challenges of AI project implementations and the importance of AI-ready data centers in industry forums and publications.
Karan Kirpalani

Connect with peers, continue conversations, make new connections, or meet with attendees you’ve pre-booked time with.

Enjoy a great lunch while connecting with peers and industry leaders. Compare notes on the morning’s key takeaways, continue the conversations sparked by the sessions, and recharge for an engaging afternoon ahead.

 

Abstract

As operators scale from a single model to many, inference optimization becomes the key to margins. NVIDIA shares its perspective on the future of the token factory, exploring how to accelerate LLMs while driving down costs. 

Presented by NVIDIA

The distance between hardware and a production AI business is where operators lose time and money.

AI's growth is widely seen as capped by power. The real constraint is where that power sits. Data center demand is set to outpace new grid capacity through 2030, and inference needs to run close to users to perform. The solution to both already exists in the ground: distributed, permitted power behind EV charging infrastructure in dense urban locations, waiting to be utilized.

Presented by Xeal.

Abstract

Most sovereign AI conversations focus on supply — GPUs, datacentres, national clouds. This session flips the lens to demand: what does a government actually need before it can use the capacity being built for it?

Full Name
Farul Mohd Ghazali
Job Title
Chief Technology Officer
Company
Aras Integrasi Sdn Bhd
Speaker Bio
Farul is the Chief Technology Officer of Aras Integrasi Sdn. Bhd., where he leads the development of sovereign AI platforms and digital infrastructure for government and enterprise customers in Malaysia. His career spans mission-critical technology across public sector cloud, healthcare, and financial services, giving him deep experience in regulated and compliance-driven environments. At Aras Integrasi, he focuses on turning emerging AI capabilities into secure, scalable, and operationally practical systems that can be deployed in real-world organisations.

Farul’s work sits at the intersection of technology strategy and execution, covering infrastructure, platform architecture, product development, and AI deployment. He also works with government, academia, and industry on responsible AI adoption, governance, digital sovereignty, and strengthening Malaysia’s long-term AI capabilities.
Farul Mohd Ghazali

Abstract

Rafay works across neocloud operators, enterprise buyers, and the partner ecosystem that connects them.

Mohan and Hemanth share what that work is surfacing: which neoclouds, telco and enterprise requirements come up in nearly every deal, where operators consistently underestimate the effort, how monetization models are shifting from hourly GPU rental toward consumption-based consumption, and what partners are asking Rafay to own versus build with them.

Haseeb closes on the shared playbook behind building AI as a business and, for many, an act of sovereignty.

Connect with peers, continue conversations, make new connections, or meet with attendees you’ve pre-booked time with.