A focused, investor-grade briefing on high performance computing: where GPU demand, AI training clusters, and next-gen data centers meet capital markets, risk, and regulation.
Webinar Series
HPC & AI Infrastructure Capital
HPC Capital: Generational Asset or Overheated Bet?
Is the GPU-driven buildout backed by durable compute demand or inflated by AI hype and national-compute FOMO?
Circular Capital in GPU Infrastructure
Sale-leasebacks, asset recycling, and securitised GPU clusters speed deployment—but can pile on leverage and liquidity risk.
Energy at Scale for AI & HPC Racks
Financing 100kW+ racks, grid upgrades, and long-term PPAs to keep GPU clusters powered, cooled, and bankable.
Global audience · Infra funds · Operators · Cloud & GPU platforms
DCIS Overview · HPC Edition
This live webinar is part of W.Media's Data Center Investment Summits series, but fully dedicated to the economics and risk profile of GPU-driven HPC clusters, AI factories, and exascale-class infrastructure.
We bring together investors, operators, cloud platforms, and energy strategists to explore the core thesis behind today's HPC rush: are we building the next generation of critical infrastructure for AI and scientific computing—or setting up the next asset bubble in power-constrained markets?
Expect candid debate on capital structures, power and land bottlenecks, hyperscaler and GPU vendor concentration risk, and whether forecasted AI workloads can truly support today's aggressive build-out pipeline.
12 February 2026 · All times in SGT (Singapore Time)
5 Min
Introduction
Opening remarks and context setting for the webinar, introducing HPC infrastructure themes and why this conversation matters for investors, operators, and stakeholders.
Host/Keynote Speaker: James Loggie
9:30 AM SGT
20 Min Total
Session 1
This session explores how AI-driven HPC clusters will scale over the next five years, examining shifts in GPU density, power architectures, open compute standards, and deployment models. Speakers will discuss how hyperscalers, governments, and enterprises are balancing performance, cost, and sustainability as AI workloads move from experimentation to production at national and global scale.
Moderators: Paul Mah, w.media
Speakers: Supermicro, Semianalysis
9:50 AM SGT
20 Min Total
Session 2
As AI accelerators push rack densities beyond traditional limits, data centers must rapidly adapt. This session focuses on the practical realities of deploying liquid cooling, 48V power architectures, and ultra-high-density racks, highlighting what operators need to redesign today to support next-generation HPC and AI workloads without compromising reliability or efficiency.
Moderators: James Loggie, w.media
Speakers: Stulz, NeutraDC Nxera Batam
10:10 AM SGT
20 Min Total
Session 3
High-performance interconnects are now as critical as compute itself. This discussion examines how InfiniBand, high-speed Ethernet, and emerging technologies like CXL are shaping open HPC system design, enabling low-latency, high-bandwidth communication for AI training, scientific simulation, and real-time analytics at scale.
Moderators: Paul Mah, w.media
Speakers: Supermicro
5 Min
Closing
People & Organisations
Featured speakers and participating organisations from the webinar agenda.
Indrama YM Purba
CEO · NeutraDC Nxera Batam
Leading strategy and execution for high-density, AI/HPC-ready data centers.
Jordan Nanos
Member of Technical Staff · SEMIANALYSIS
Analyzing AI cluster evolution, interconnect choices, and silicon roadmaps.
Mark Langford
Regional Technical Director – Asia · STULZ
Delivering guidance on liquid cooling and 100kW+ rack thermal strategies.
Magelli Roxas
Senior Rack Product Manager · Supermicro
Expertise in rack-level product development and high-density compute solutions.
Paul Skaria
Solution Architect Lead-ASEAN · AMD
Driving HPC and AI infrastructure solutions across the ASEAN region.
Paul Mah
Moderator · w.media
Leading discussions on HPC infrastructure investment and market trends.
AMD
Session 1 speaker · AI + HPC compute infrastructure
SemiAnalysis
Session 1 speaker · AI scaling and cluster evolution
Stulz
Session 2 speaker · Cooling & high-density facilities
NeutraDC Nxera Batam
Session 2 speaker · Power strategy and 100kW+ racks
Supermicro
Session 3 speaker · Networking & interconnect fabric
Tailored for leaders making capital allocation, risk, and strategy decisions across the HPC and AI infrastructure value chain.
Pass Type
Global HPC Investment Webinar 2026
Your complimentary pass includes live access to the webinar, audience Q&A, and post-event summary notes.
Secure Your Free PassIdeal sponsorship categories: