The Future of Cloud Compute and Data Center Ecosystem
As AI adoption accelerates, the infrastructure behind it — particularly data centers — is becoming a critical area of opportunity and scrutiny for investors.
Join Patrick O’Shaughnessy, CEO and Founder of Positive Sum and host of Invest Like the Best, for a timely conversation with Michelle Brophy, Director of TMT Research at AlphaSense, and Gary Meshell, former AWS executive and current Executive Partner at CyberEdge Advisory. Together, they’ll break down the major forces shaping capital allocation in AI infrastructure.
This session will explore:
Please note: For this series, we are unable to accept registration from employees of financial services and consulting firms. Regretfully, we must cancel registrations from these entities.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum
Lorem ipsum
Lorem ipsum
Lorem ipsum
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore.
Patrick O'Shaughnessy
CEO and Founder
Positive Sum
Michelle Brophy
Director of TMT Research
AlphaSense
Name
Title
AlphaSense
Name
Title
AlphaSense