Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026
Ben Longmier, chief executive of Ambrosia Energy, and Bill Thayer, senior vice president and head of datacenter solutions at Bloom Energy, will appear together on the Smart Systems Stage at TechCrunch Disrupt 2026. Their session is titled "Where the AI Infrastructure Boom Is Creating Winners."
The event takes place at Moscone West, with doors opening October 13 at 8 a.m. PT. Rates rise at the door, so passes bought in advance save up to $100. A second pass of the same ticket type is offered at 50% off. The program includes more than 250 speakers across over 200 sessions.
The session's subject is the physical side of AI scaling: power generation, grid connections, data centers, cooling, electrical equipment and the systems that keep them running. Organizers frame the discussion around questions such as what happens when demand for compute outgrows the delivery of power and infrastructure, which shortages are temporary versus market-reshaping, and when a constraint turns into its own category.
According to the description, the conversation will look past the software layer to the infrastructure underneath it, and at what those pressures mean for founders, investors and companies planning for the next phase of AI growth. It is also set to examine which parts of the stack need new solutions, where spending may persist, and which emerging categories could support durable businesses rather than short-term demand. The stated premise is that the next major opportunity created by AI may not look like an AI company at all, but could appear in energy, data centers, cooling, grid technology, electrical equipment or infrastructure software.
Why it matters: founders, investors and tech leaders attending are positioned to hear where infrastructure constraints are appearing and how the market is responding, with the session framed around which areas to watch as capital flows into AI infrastructure.
Based on reporting from the original publisher. Visit the source for full context and later updates.
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Ambrosia Energy CEO Ben Longmier and Bloom Energy SVP Bill Thayer join the Smart Systems Stage at TechCrunch Disrupt. Register now to save up to $100. Grab a second of the same pass to save 50%.