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Cloud AI – Trillion-Dollar Infrastructure, Companies & Compute Trends

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August 18, 2026

Counterpoint Research Webinar Graphic Cloud AI September 2, 2026 Neil Shah
The Trillion-Dollar Cloud AI Spends & Opportunities is a supply chain-driven push to build cutting-edge AI infrastructure that enables and catalyzes AI application demand from enterprises to consumers.

In this talk, Vice President of Research, Neil Shah, will break down how this opportunity needs to be looked at end-to-end from "Wafer to Token" to better understand how value is generated, who is capturing it, where the bottlenecks are, and how those are being mitigated one after another. We will share our approach to how Waferonomics is ultimately driving Tokenomics and everything in between.

September 2, 2026 (Wed) | 11:00 AM Eastern Time (Click Here to Register)

Webinar - Cloud AI – Trillion-Dollar Infrastructure, Companies & Compute Trends

Important Notes
  • Free to attend
  • Open to executives, strategy and planning professionals, product managers and leaders across the technology ecosystem
  • Registration requests are only accepted through corporate email addresses
  • Counterpoint Research reserves the right to review registrations and adjust event content if necessary

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Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer