Oracle’s AI Infrastructure Chief to Debate Hyperscaler Arms Race at TCW LIVE!
Event summary
- Oracle’s Dr. Sanjay Basu, Senior Director of GPU & Gen AI Solutions, confirmed as TCW LIVE! panelist on September 9, 2026.
- Panel to discuss AI infrastructure investment wave, including power, cooling, and connectivity challenges.
- Event hosted by Connectbase and InterGlobix, focusing on hyperscalers, neocloud providers, and data center operators.
- Moderated by Vinay Nagpal, CEO of IG Group, with 30+ years in digital infrastructure.
The big picture
The AI infrastructure race is driving unprecedented investment in data centers, connectivity, and cloud architectures. Hyperscalers and neocloud providers are reshaping competitive dynamics as organizations prioritize speed-to-market and operational efficiency. This panel highlights the strategic shifts in digital infrastructure needed to support AI-first workloads.
What we're watching
- Infrastructure Arms Race
- How hyperscalers and neocloud providers will adapt business models to meet AI compute demand.
- Strategic Partnerships
- Whether new alliances between data center operators and connectivity providers will emerge.
- Regulatory and Environmental Pressures
- The pace at which power availability and cooling technologies will shape AI infrastructure deployment.
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