Key facts
- Ambrosia Energy CEO Ben Longmier and Bloom Energy SVP Bill Thayer will speak at TechCrunch Disrupt 2026.
- The session will focus on the physical infrastructure needed to scale AI, including power, data centers, and cooling.
- The discussion aims to identify durable business opportunities arising from AI infrastructure demands.
- The event is scheduled for TechCrunch Disrupt 2026.
- The session will be held on the Smart Systems Stage.
At TechCrunch Disrupt 2026, executives from Ambrosia Energy and Bloom Energy will convene to discuss the burgeoning opportunities within AI infrastructure. Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP and Head of Datacenter Solutions at Bloom Energy, are set to participate in a session titled "Where the AI Infrastructure Boom Is Creating Winners" on the Smart Systems Stage.
The discussion will delve into the physical-world challenges associated with scaling artificial intelligence, moving beyond the typical focus on models, chips, and applications. The session aims to explore how constraints in areas such as power generation, grid connections, data centers, and cooling systems are creating durable business opportunities and potentially new market categories.
Longmier and Thayer plan to examine the pressures created by AI's increasing demand on physical systems and what this means for founders, investors, and companies. The conversation is expected to highlight how infrastructure booms generate opportunities, the importance of identifying persistent spending areas, and the potential for emerging categories to support long-term businesses.