Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026
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TechCrunch Disrupt 2026 features a session on the Smart Systems Stage titled "Where the AI Infrastructure Boom Is Creating Winners," featuring Ben Longmier of Ambrosia Energy and Bill Thayer of Bloom Energy. The discussion highlights that while AI is software-based, its scaling has become a physical-world challenge requiring robust power generation, grid connections, and data center solutions. Speakers will examine which infrastructure constraints are creating durable business opportunities and where new market categories are emerging. The conversation aims to help founders, investors, and tech leaders understand how physical demands are reshaping the AI landscape beyond just models and chips. Attendees are encouraged to register for TechCrunch Disrupt 2026 in San Francisco, with discounts available for early registration and group passes. The event runs from October 13 to 15 at Moscone West, featuring over 250 speakers across more than 200 sessions. This session underscores the growing importance of energy and hardware infrastructure as critical components of the next phase of AI growth.
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