Panel discussion: AI infrastructure investment – unprecedented opportunity or overheating? 

02 Sep 2026
Investment and finance summit

Please note: Access requires an All Access Pass or an Investment & Finance pass. Visit the following page for more information on securing your upgraded pass: Investment and Finance Forum | Datacloud USA 2026

 

AI is driving an insatiable demand for infrastructure but also raising questions about sustainability, delivery capacity, and long-term returns. Investors and operators are increasingly scrutinizing whether the current cycle is structurally robust. 

  • Is AI demand for infrastructure translating into durable revenue and returns, or are speculative builds creating risk? 

  • How are investors underwriting power, timeline and utilisation risks? 

  • Where does fiber sit in the AI investment value stack, and where are returns on connectivity being captured? 

Speakers
Ankur Saxena
Ankur Saxena, Investment Director - TDK Ventures Inc.