At TechCrunch Disrupt 2026, Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP at Bloom Energy, will discuss the growing need for AI infrastructure. As AI applications expand, the demand for physical infrastructure such as power generation and data centers is increasing, presenting new business opportunities.
This session will explore the challenges of scaling AI, particularly when demand for computing resources outpaces the availability of power and infrastructure. Longmier and Thayer will analyze which constraints may lead to durable business categories and how founders can navigate this evolving landscape.
Attendees can expect insights into the emerging markets driven by AI's physical demands, including energy and cooling solutions. The conversation aims to help founders, investors, and tech leaders identify where to focus their efforts as AI infrastructure continues to develop. No further timeline was disclosed at the time of publication.
Editor's Note
The discussion at TechCrunch Disrupt 2026 highlights the critical intersection of AI and physical infrastructure. As AI technologies advance, understanding the underlying infrastructure needs becomes essential for stakeholders in energy and data center solutions. This session will provide valuable insights into potential investment opportunities and market shifts driven by AI's demands.
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