Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026
TechCrunch Disrupt 2026 will feature executives from Ambrosia Energy and Bloom Energy discussing the physical infrastructure challenges of the AI boom. The session focuses on how power generation, cooling, and grid capacity are becoming critical constraints for scaling AI.
Why it matters
As AI demand outpaces current infrastructure, identifying which physical bottlenecks will become long-term market categories is essential for investors and founders.
AI may be built in software, but scaling it is becoming a physical-world problem. Every new model, agent, and AI application needs somewhere to run, and an infrastructure connecting them all.
At TechCrunch Disrupt 2026 , Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP and Head of Datacenter Solutions at Bloom Energy, come together on the Smart Systems Stage for a conversation on “ Where the AI Infrastructure Boom Is Creating Winners .”
This industry stage session will examine which constraints are creating durable business opportunities, where new categories are beginning to emerge, and what founders can build as AI moves further into the physical world.
Get your pass now to save up to $100 before rates go up at the door on October 13. Grab a second pass at 50% off. Register now .
Get smarter about the news
Sign up free for a feed built around what you actually care about, Dive Deeper research on any story, and the full text of every article.
Create free accountAlready have an account? Sign in