Dr. Sanjay Basu, Senior Director of GPU & Gen AI Solutions & Services – Cloud Engineering at Oracle, has been confirmed as a featured speaker at TCW LIVE!. He will join industry leaders for a panel discussion titled "The New Digital Infrastructure Arms Race for AI Compute: Data Center Providers, Hyperscalers, and Neocloud Providers" on Wednesday, September 9, 2026. The session will address how unprecedented demand for AI compute is driving infrastructure investment and reshaping competitive dynamics.

The panel will explore critical considerations such as power availability, site selection, cooling technologies, fiber connectivity, and speed to market. As organizations deploy AI workloads at scale, hyperscalers, neocloud providers, connectivity providers, and data center operators are adapting their business models and forming new partnerships. The discussion aims to provide insights into the strategic priorities required to support an AI-first world.

Dr. Basu leads the GPU and Generative AI Solutions and Services Cloud Engineering teams at Oracle. He holds a doctorate in organizational behavior, a double master's in management and computer engineering, and is pursuing a second PhD in AI and Quantum AI Agents. A life member of ACM, AAAI, AAAS, and IEEE, and a fellow of IETE, Dr. Basu is also a prolific author and holds six US patents.

"The rapid acceleration of AI adoption is driving one of the most significant infrastructure investment cycles our industry has ever witnessed," said Dr. Sanjay Basu. "Organizations are rethinking how they deploy compute, access data, and build resilient digital ecosystems. The conversation around AI infrastructure extends far beyond GPUs and data centers—it encompasses connectivity, cloud architectures, operational efficiency, and the partnerships required to support next-generation workloads."

Jasmine Bedi, CEO & Co-Founder of InterGlobix, highlighted the evolving landscape for data center operators and hyperscalers. "The emergence of AI as a primary driver of infrastructure investment is creating new opportunities and challenges," she said. Ben Edmond, CEO & Founder of Connectbase, added that access to power, connectivity, and speed-to-market have become critical competitive differentiators in infrastructure decision-making.

The session will be moderated by Vinay Nagpal, CEO of IG Group, a strategic advisory firm focused on digital infrastructure. With over three decades of experience, Nagpal has worked across data centers, connectivity, cloud, and subsea networks. His expertise will facilitate a discussion on the opportunities and challenges defining the next era of AI infrastructure.

Key Event Details

TCW LIVE! brings together leaders from the connectivity, cloud, and digital infrastructure ecosystem to explore technologies and partnerships shaping global connectivity. The event provides a platform for executives, innovators, and investors to exchange ideas and gain insights into digital transformation trends.

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