Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026 — SkimNews
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- TechCrunch Disrupt 2026 will host Ben Longmier (CEO of Ambrosia Energy) and Bill Thayer (SVP and Head of Datacenter Solutions at Bloom Energy) on the Smart Systems Stage for a panel titled "Where the AI Infrastructure Boom Is Creating Winners."
- The panel will examine physical-stack constraints — power generation, grid connections, data centers, cooling, and electrical equipment — as AI compute demand outpaces infrastructure delivery.
- TechCrunch Disrupt 2026 runs at Moscone West starting October 13 at 8 a.m. PT and features 250+ speakers across 200+ sessions.
- The discussion will distinguish temporary infrastructure shortages from structural ones that could reshape markets, identifying categories where founders and investors can build defensible, durable businesses.
- Attendees who buy passes before doors open qualify for up to $100 in savings, with a 50% discount on a second pass of the same ticket type.
Why it matters: By putting an energy CEO and a data-center solutions SVP on the same stage, TechCrunch surfaces the physical-supply side of AI scaling — the power, cooling, and grid bottlenecks that determine whether AI models can actually be deployed at scale — giving founders and investors a concrete read on which infrastructure categories are emerging as standalone markets before the October 13 event.
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