The New Buyer Landscape: Hyperscalers, AI Platforms & Neoclouds

The demand side of digital infrastructure is evolving rapidly. Hyperscalers remain dominant, but AI-native platforms, sovereign buyers, neoclouds and enterprise workloads are reshaping procurement patterns and expectations. This session examines how buyer concentration, contracting behaviour and workload profiles are changing demand visibility, and explores what that means for operators and investors planning capacity in an increasingly asymmetric market.