The AI bubble: Are we overthinking the infrastructure boom?

Speakers

• Thibault Contat Desfontaines

  Co-Head of Infrastructure Equity Europe, UBS

• Michaela Eschbach

  CEO, Cambridge Wireless

Speaker names, job titles and organisations only, as published in the organiser's programme. We do not reproduce biographies or photographs. Ask us to correct or remove a listing.

Also on Thursday 10 September 2026

• 09:00 · Redefining digital participation for the nations through a system based approach
• 09:40 · UK 2030: AI, innovation and productivity
• 10:20 · CXO Interview: G.Network
• 10:40 · Networking break
• 11:15 · AI Opportunity Clinic
• 11:15 · Introduction to the Zone