Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP and Head of Datacenter Solutions at Bloom Energy, will speak on the Smart Systems Stage at TechCrunch Disrupt 2026. The session, titled Where the AI Infrastructure Boom Is Creating Winners, will examine how physical constraints like power generation, grid connections, and data centers are shaping the artificial intelligence market.
The discussion will focus on whether current shortages are temporary or capable of reshaping the market for years to come. By looking beyond the software layer, the panel will explore where infrastructure demands create defensible markets for founders and investors. The event takes place at Moscone West, with passes available ahead of the October 13 opening.
This event matters because the rapid scaling of artificial intelligence increasingly depends on physical infrastructure such as cooling, electrical equipment, and power generation rather than software alone.