IGNITEGTM // PRESENTS // NEOCLOUD SUMMIT 2026

[ NEOCLOUD SUMMIT ] · INAUGURAL · SF TECH WEEK 2026

WHERE THE
NEXT CLOUD
GETS BUILT.

Neoclouds, the GPU-native clouds built for AI, are becoming the infrastructure AI companies run on. On October 8, the whole ecosystem is in one room: the neoclouds, the partners powering them, the enterprises buying from them, and the investors funding the buildout.

DateOctober 8, 2026 VenueHotel Kabuki · San Francisco Main Stage9:00 AM - 4:00 PM · Networking to follow
Reserve Your Seat Sponsor Prospectus

// 01 - Why Neocloud Summit

A NEW LAYER OF THE CLOUD
IS BEING BUILT IN REAL TIME.

Neoclouds sit between the chipmakers and data centers on one side and the model builders and enterprises on the other. The decisions being made now, on how they get built, financed, secured, and bought, will shape the next decade of AI. This is not a survey of AI in general. It's one focused day on the companies and decisions building the next cloud.

50+ Neoclouds in the room
250-300 Senior AI infrastructure leaders
30+ Speakers · one stage · one day

// Why now

Inference is outrunning capacity

Demand is scaling faster than supply, pulling a wave of new clouds into the market.

Power sets the pace

Power, land, and network are now the real limits on how fast anyone can build.

Capital is picking winners

Money is reshaping who wins, while the financing model for compute is still unsettled.

Enterprises are going to production

Pilots are becoming production, raising the bar on cost, security, and reliability.

The window to understand this market, and to be positioned in it, is open now.

// 02 - Speakers

THE PEOPLE BUILDING
THE NEXT CLOUD.

Operators, builders, and executives from across the stack. One stage.

Speakers from

  • AMD
  • Cerebras
  • Supermicro
  • WEKA
  • SoftBank
  • Morgan Stanley
  • Cisco
  • Vultr
  • DigitalOcean
  • ServiceNow
  • SambaNova
  • Upscale AI
  • iMasons (Infrastructure Masons)
AMDKeynote

Nicola Tan

Go-to-MarketLinkedIn profile, opens in a new tab Cerebras

Andy Hock

Chief Strategy OfficerLinkedIn profile, opens in a new tab AMD

Matt Ouellette

Sr. Director, AI Product ManagementLinkedIn profile, opens in a new tab Supermicro

Carl Brown

VP of SalesLinkedIn profile, opens in a new tab WEKA

Liran Zvibel

CEOLinkedIn profile, opens in a new tab WEKA

Val Bercovici

Chief AI OfficerLinkedIn profile, opens in a new tab SoftBank / Infrinia

Rajeev Koodli

SVPLinkedIn profile, opens in a new tab Morgan Stanley

Rahul Varshneya

Managing DirectorLinkedIn profile, opens in a new tab Cisco

Vladimirs Sazonovs

Global Infrastructure FundsLinkedIn profile, opens in a new tab VultrKeynote

Kevin Cochrane

CMOLinkedIn profile, opens in a new tab DigitalOcean

Syona Sarma

VP of HardwareLinkedIn profile, opens in a new tab ServiceNow

Vyoma Gajjar

Sr. Principal AI ArchitectLinkedIn profile, opens in a new tab SambaNova

Rob Naidoff

VP Americas, GTMLinkedIn profile, opens in a new tab Together AI

Simran Arora

Principal Research ScientistLinkedIn profile, opens in a new tab iMasonsKeynote

Dean Nelson

Chairman, iMasons · CEO, Cato DigitalLinkedIn profile, opens in a new tab Upscale AIKeynote

Aravind Srikumar

SVP of Product & MarketingLinkedIn profile, opens in a new tab Tensor MachinesKeynote

Muneeb Rasool

Founder & CEOLinkedIn profile, opens in a new tab ex-Capital One

Victor Kuarsingh

Formerly Capital OneLinkedIn profile, opens in a new tab TransUnion

Arzoo Mittal

Technical Program ManagerLinkedIn profile, opens in a new tab Lightning AI

Drew Pletcher

Principal ArchitectLinkedIn profile, opens in a new tab Zyphra

Erik Norden

Executive, AGI Technology & StrategyLinkedIn profile, opens in a new tab GMI Cloud

Alex Yeh

CEOLinkedIn profile, opens in a new tab Massed Compute

Craig Gieringer

SVPLinkedIn profile, opens in a new tab Silicon Data

Steven Hou

Head of ResearchLinkedIn profile, opens in a new tab Compute Exchange

Carmen Li

CEOLinkedIn profile, opens in a new tab Prem AI

Simone Giacomelli

CEOLinkedIn profile, opens in a new tab Jazz Computing

Lamia Youseff

CEOLinkedIn profile, opens in a new tab Moonshot Energy

Bryan Lubin

Managing DirectorLinkedIn profile, opens in a new tab Panadina

Forrest Heath

Co-founderLinkedIn profile, opens in a new tab Remanie.ai

Tiffany Wilson

CEOLinkedIn profile, opens in a new tab Qumulus

Victor Ghadban

Principal ArchitectLinkedIn profile, opens in a new tab Acasia

Matt Renner

Chief Commercial OfficerLinkedIn profile, opens in a new tab IgniteGTM

Sebastian Spitzer

AdvisorLinkedIn profile, opens in a new tab IgniteGTMHost

Bill Barry

CEOLinkedIn profile, opens in a new tab

More speakers to be announced.

// 03 - The Room

THIS ROOM HAS
NEVER EXISTED BEFORE.

Neocloud Summit is intentionally curated: the people building, buying, and financing the next cloud, able to find each other in one day.

50+ Neoclouds

More than 50 neoclouds in one room, alongside the sponsors, partners, and collaborators they build with.

Decision-Makers Only

Operators, builders, and executives of the leading infrastructure providers, plus the enterprise buyers moving AI into production and the investors underwriting the buildout. 250-300 senior leaders.

Data-Driven Content

Pointed conversations, not pitches. Tight sessions on token economics, compute financing, power, and security, built to stay high-signal from open to close.

The Builders Community

Neoclouds, data centers, colocation providers, and technology partners, working the same problem in the same room.

Full Production Stage

A full production stage in San Francisco. Every keynote captured, plus 1-on-1 interviews all day in Ignite Studio.

// 04 - The Program

ONE STAGE. ONE DAY.
THE FULL STACK.

A single-track main stage built to move fast: headline keynotes, moderated panels with operators and buyers, and technical deep dives. The expo lounge is open all day for meetings and demos.

8:00 AMCoffee Networking
9:00 AMOpening Remarks
12:00 PMExpo Networking + Lunch
4:00 PMClosing Session
4:30 PMExpo Lounge Happy Hour · to 6:30
6:00 PMInvite-Only VIP Dinner · to 8:30

9:00 AM

Opening

Opening Remarks

Bill Barry, IgniteGTM

9:10 AM

Panel

State of the Neocloud: The Builders Rewriting Cloud Economics

Moderator Carl Brown, Supermicro · Steven Hou, Silicon Data · Liran Zvibel, WEKA · Tiffany Wilson, Remanie.ai

9:45 AM

Keynote

The Neocloud Advantage in the Agentic Era

Nicola Tan, AMD

10:05 AM

Panel

Powering the Neocloud: Energy, Infrastructure, and the Networks Beneath the GPU

Moderator Dean Nelson, iMasons · Lamia Youseff, Jazz Computing · Bryan Lubin, Moonshot Energy · Forrest Heath, Panadina

10:35 AM

Panel

Training vs. Inferencing: What Phase Are We At? What's Ahead?

Moderator Sebastian Spitzer, IgniteGTM · Alex Yeh, GMI Cloud · Craig Gieringer, Massed Compute

11:05 AM

Keynote

The Real Cost of a Token: An Open Benchmark for AI Compute Economics

Muneeb Rasool, Tensor Machines · Dean Nelson, Cato Digital

11:20 AM

Panel

The Neocloud Security Gap: Tenant Isolation, Trust, and Skipping the Basics

Moderator from Cisco · Victor Kuarsingh, ex-Capital One

12:00 PM

Break

Expo Networking + Lunch

1:00 PM

Panel

The Inference Stack: From Silicon to Serving Models

Moderator Rob Naidoff, SambaNova · Syona Sarma, DigitalOcean · Simran Arora, Together AI

1:25 PM

Keynote

One Fabric, Any Accelerator: Networking Simplified for Heterogeneous Compute

Aravind Srikumar, Upscale AI

1:40 PM

Panel

When Does GPU Capacity Become an AI Cloud?

Moderator Rajeev Koodli, SoftBank / Infrinia · Erik Norden, Zyphra · Victor Ghadban, Qumulus

2:10 PM

Panel

Splitting the Brain: Disaggregated Inference with AMD and Cerebras

Moderator Drew Pletcher, Lightning AI · Andy Hock, Cerebras · Matt Ouellette, AMD

2:30 PM

Keynote

The Edge Advantage: Globally Distributed GPU Cloud for AI

Kevin Cochrane, Vultr

2:50 PM

Panel

Enterprise Tokenomics: Is the Agentic Wave Driving Token Consumption?

Moderator Vyoma Gajjar, ServiceNow · Arzoo Mittal, TransUnion · Val Bercovici, WEKA

3:10 PM

Panel

Inferencing + Bare Metal: What Inference Providers Look For in a GPU Partner

Moderator Carmen Li, Compute Exchange · Simone Giacomelli, Prem AI

3:35 PM

Panel

Private Capital Finance: When Does Compute Become Bankable?

Moderator Vladimirs Sazonovs, Cisco · Rahul Varshneya, Morgan Stanley · Matt Renner, Acasia

4:00 PM

Closing

Closing Session

Draft agenda · subject to change

// 05 - Partners

BACKED BY THE
COMPANIES BUILDING IT.

The silicon, systems, networks, and clouds behind the neocloud, all in the room on October 8.

  • Supermicro
  • AMD
  • WEKA
  • SambaNova
  • Upscale AI
  • SoftBank
  • Silicon Data
  • Compute Exchange
  • Vultr
  • Cisco
  • Cerebras
  • Infrinia
  • Inflect
  • Charg
  • Zyphra
  • Cornelis
  • Acasia
  • Omega GTI

Produced alongside the iMasons community.

Sponsor Prospectus

// Media Partners

AMPLIFYING THE
NEOCLOUD CONVERSATION.

Built on the proof of AI Infra Summit.

// 06 - The Producer

Neocloud Summit is produced by IgniteGTM, the team behind AI Infra Summit, which brought 1,000+ infrastructure leaders to San Jose. Same engine. Tighter room.

1,000+ Executives at AIS5
5 Sold-out summits produced
50+ Partners across the portfolio
Explore IgniteGTM Events

// 07 - The Venue

HOTEL KABUKI.
SAN FRANCISCO.

A Japantown landmark in the heart of San Francisco, during SF Tech Week 2026. Main stage, expo lounge, and Ignite Studio under one roof.

Date
October 8, 2026
Address
1625 Post St, San Francisco, CA
Main Stage
9:00 AM - 4:00 PM
Happy Hour
4:30 - 6:30 PM · Expo Lounge
Register
luma.com/neocloud_summit_oct8

SEATS ARE LIMITED.
RESERVE YOURS NOW.

If you build, power, buy, or fund AI infrastructure, this is your room.

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