Will the AI infrastructure bubble burst (and what will replace it)?

This talk dissects the eminent burst of the AI infrastructure bubble and challenges participants to identify the next generation of sustainable computing architectures. We will map out how European deep tech can capitalize on the hardware that will replace the GPU-centric AI hype. Following the market corrections of late 2025, 2026 is a critical transition year. There is an urgent need to reallocate venture capital and engineering talent away from unsustainable AI models towards the fundamental hardware and software innovations that will power the true future of compute.

Speaker

Ion Hauer

Principal, APEX Ventures

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