5th November 2026 | Sunil Garg to Host Roundtable on The AI Bubble Debate: If, When and What Makes It Pop? At Dubai Family Wealth Summit

Sunil Garg, Managing Director, CIO at Lighthouse Canton, will host a closed-door roundtable on 5th November at Madinat Jumeirah, Dubai, bringing together investors and allocators for a candid, high-conviction discussion on artificial intelligence valuations, CapEx cycles and monetisation realities.

Transformational technologies do not negate irrational exuberance, but is this exuberance irrational? Family offices are actively allocating to AI. The roundtable will examine whether the market is overheating, or whether the current cycle marks the foundational build-out of a multi-decade technological super-cycle.

The roundtable will discuss:

• The anatomy of a “bubble” and what history teaches us, or does not, about the current cycle

• What determines moats and where vulnerabilities lie, from Land, Power, Shell (LPS) to accelerators, from GPUs to memory, and from software to robotics

• Whether the economic return justifies the scale of AI CapEx

• What breaks first, the “tell”: demand or balance sheets

• Fear and FOMO: allocation strategies for multi-generational wealth compounding

Who should join:

• Technology-focused single and multi-family office principals

• Next-Gen stewards, venture capital general partners and growth equity leaders

• Chief Investment Officers assessing private tech exposure and public tech weightings

• Serial entrepreneurs and strategic investors in artificial intelligence infrastructure

Round table discussion: The AI Bubble Debate: If, When and What Makes It Pop?

Date: 5th November 2026

Time: 2:00 PM to 3:00 PM (GST)

Location: Madinat Jumeirah, Dubai

Know More - https://dubaifamilywealthsummit.com/lighthouse-canton-roundtable/

Disclaimer: Lighthouse Canton Pte Ltd. (“LCPL”) is incorporated in the Republic of Singapore (Registration No: 201422117K) and regulated by the Monetary Authority of Singapore (Capital Markets Services Licence No. CMS100443). Lighthouse Canton Capital (DIFC) Pte Ltd (“LCC”) is incorporated in Dubai International Financial Centre (Licence No. CL 2614) and regulated by Dubai Financial Services Authority (Category 3C Licence No. F004068). The financial products offered by LCPL and LCC are only available to Accredited Investors and Institutional Investors as defined by MAS and Professional Investors as defined by DFSA. The information in this electronic transmission does not constitute an offer, or intention by, or on behalf of LCPL and/or LCC, to subscribe, purchase or sell any financial products and/or services. LCPL and LCC accept no liability for any loss arising from the use of any information contained herein. The contents of this email are confidential and meant for the intended recipient only.