AI Infrastructure Boom Explored at TechCrunch Disrupt 2026

At TechCrunch Disrupt 2026, Ambrosia Energy CEO Ben Longmier and Bloom Energy SVP Bill Thayer will speak on the Smart Systems Stage about where the AI infrastructure boom is creating business opportunities. Their session will examine how scaling AI depends on physical systems including power generation, data centers, cooling, and grid connections. The discussion will focus on which infrastructure constraints are creating durable markets, where new categories are emerging, and what founders and investors should watch as capital flows into AI's physical layer. The event takes place at Moscone West on October 13.