OCP Takeaways-Tracking the Next Wave of AI Infrastructure Build Out: BI Replay

The Open Compute Project (OCP) Global Summit offers a window into how the infrastructure supporting AI is evolving. As AI clusters get larger and workloads more demanding, rising compute density and rack-scale architectures are reshaping the entire technology stack — from networking and memory to power and cooling. Join Bloomberg Intelligence analysts as they unpack the biggest takeaways from the OCP Global Summit and what they could mean for semiconductors, optical and core networking, and servers. Where are new bottlenecks emerging? How will the shift toward larger AI clusters and inference change infrastructure requirements? And which parts of the technology stack could see the greatest opportunities as investment continues to scale? The next phase of the AI buildout is taking shape. Who stands to benefit? Join us to find out.