Economics of the Rafay Token Factory
Measured production data showing how GPU operators can boost annual revenue per GPU by 2x–4.8x by shifting from hourly rental to token-metered AI services.
READ PRESS RELEASE
HOTEL WIFI ACCESS: Rafay_Summit (network name), password: Rafay2026
Main Point of Contact: Maria Gallegos, Rafay Systems, email: maria@rafay.co | phone: +1 650-773-7387

Rooftop Terrace Welcome Reception
Kick off the Summit overlooking the Mediterranean — connect with fellow AI infrastructure leaders, NVIDIA, and ecosystem partners.
Coffee, Registration & Networking
Applying Portfolio Theory to AI Factories
Haseeb Budhani — Co-Founder & CEO, Rafay
The NVIDIA AI Factory Playbook: Where NVIDIA Invests, Where Partners Build, and Why Customers Win
Warren Barkley — VP Product, DSX, NVIDIA
What It Actually Takes to Go From Silicon to a Service Customers Will Pay For
Ashin Uday — Product Lead, Yotta
AI Neocloud Economics: Winning on Margin and Enterprise Readiness
David Wood — Senior Managing Director, Global Lead, Sovereign AI, Accenture
Executive Networking
Lunch
Lessons Learned From Deploying 35+ Multi-Tenant GPU Clouds and AI Factories
Alex Saroyan — Co-Founder & CEO, Netris
The Business of Neocloud Economics
Executive Networking
From Token Maxing to Outcome Maxing: Building Hybrid AI Infrastructure for Enterprise Value
Noam Rosen — Director, Enterprise AI Europe & META, Lenovo
The Next AI Factory: Where Scale, Sovereignty and Economics Converge
Rod Evans — EMEA VP, Supercomputing & AI Cloud Infrastructure, NVIDIA
Two Continents, 2 Gigawatts
Cassava leadership
Full Fleet, Thin Margin: The Utilization Number Nobody Owns
Izhar Sharon — SVP AI Customer Advocacy, DDN
Executive Networking
Bringing It Home
Haseeb Budhani — Co-Founder & CEO, Rafay
Executive Dinner
Coffee & Networking
Meet Team Rafay
The New Telco Opportunity: From Connectivity Provider to AI Infrastructure Provider
Franck Jonas — Head of Telco, France, NVIDIA
From Design to First GPU-Hour Revenue, Faster
Simon Dumbleton — CTO Europe, World Wide Technology
Executive Networking
The Secure Foundation for Sovereign AI
Jon Evans — EMEA AI Specialist, Neoclouds & Enterprise GTM, Cisco
The Margins That Turned Doubt Into Scale
Karan Kirpalani — CPO, Neysa
Executive Networking
Lunch
Optimizing Inference at Scale
Laura Morselli — NVIDIA
Session Details Coming Soon
Distributed Compute: Where AI Infrastructure Meets the Built Environment
Xeal
Building the Demand Side of Sovereign AI in Malaysia
Farul Mohd Ghazali — CTO, Aras Integrasi Sdn Bhd
Dispatches From the Field: What Customers & Partners Are Telling Us
Mohan & Hemanth, Rafay
Bringing It Home
Haseeb Budhani — Co-Founder & CEO, Rafay
Executive Networking
Agenda subject to change. Times shown are local to Barcelona (CEST).
Executives from Rafay, NVIDIA, and the AI infrastructure ecosystem share how operators turn GPU capacity into profitable, sovereign, and scalable AI businesses.
Session
Hosted at the iconic Hotel Arts Barcelona, the summit combines strategic discussions with exceptional hospitality on Barcelona's Mediterranean waterfront.
Continue conversations over authentic Catalan cuisine, evening receptions overlooking the Mediterranean Sea, and relaxed networking in one of Europe's most dynamic technology and innovation hubs.
HOTEL WIFI ACCESS: coming soon
Main Point of Contact: Maria Gallegos, Rafay Systems
maria@rafay.co | +1 650-773-7387








