The Future of AI Infrastructure Panel | Microsoft, NVIDIA, Intel & Arista

Should we build more AI data centers, or make better use of the GPUs, networks, and storage we already have? In this full panel from the MantisGrid AI Hackathon & Summit 2026, leaders from Microsoft, Arista Networks, NVIDIA, and Intel talk about building more data centers, networking at AI scale, the move to AI factories, running AI on CPUs and other hardware, why critical workloads are moving back on-prem, and where the industry is headed in the next five years. Panelists • Boris Scholl, VP & Architect, Cloud & AI Engineering, Microsoft • Vijay Vusirikala, Distinguished Lead, AI Systems & Networks, Arista Networks • Sam Aldrin, Distinguished Engineer, NVIDIA • Malhar Thakkar, Global AI ISV Solutions & Ecosystem Lead, Intel Moderator • Kandan Kathirvel, Founder & CEO, MantisGrid AI Recorded September 17, 2026, in Palo Alto, CA.