Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP and Head of Datacenter Solutions at Bloom Energy, will appear together on the Smart Systems Stage at TechCrunch Disrupt 2026. Their session, titled 'Where the AI Infrastructure Boom Is Creating Winners,' will examine which constraints are creating durable business opportunities and where new categories are beginning to emerge.
The discussion will focus on the physical infrastructure that supports AI, including power generation, grid connections, data centers, cooling, electrical equipment and the systems required to keep everything running. According to the event description, scaling AI depends on this expanding physical stack, and the session will ask what happens when demand for compute grows faster than power and infrastructure can be delivered.
The panel is described as bringing together leaders across energy, data center solutions and market intelligence. It will explore where constraints are appearing, how the market is responding, and which areas founders should be watching as more capital flows into AI infrastructure.
TechCrunch Disrupt 2026 takes place at Moscone West, with doors opening on October 13 at 8 a.m. PT. The event features more than 250 speakers across over 200 sessions.