2026 Program
Funding AI: CAPEX, OPEX, and Strategic Trade-offs
Nov. 19, 2026
T2: KEYNOTE CLOUD
Cost and energy are reshaping AI strategy
AI investments are on the rise, but funding models remain unclear. Should costs be absorbed as CAPEX, should OPEX be prioritized through the cloud, or should decisions be made based on usage and the criticality of workloads? In an uncertain economic climate, these choices have a lasting impact on technology strategy. Here’s a look at the financial trade-offs that shape the industrialization of AI.
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