Scaling Intelligence: The Physical Bottlenecks of the AI Boom

Ben Longmier, CEO of Ambrosia Energy, and Bill Thayer, SVP of Datacenter Solutions at Bloom Energy, will headline the Smart Systems Stage to address the widening divide between AI ambition and infrastructure capacity. The conversation moves beyond the standard focus on chips and models, targeting the essential stack: power generation, grid stability, and thermal management. For investors and entrepreneurs, the session examines which shortages represent fleeting hurdles and which will dictate long-term market dominance.

Success in this phase requires identifying where capital flows meet genuine operational necessity. The discussion will evaluate the persistent demand for cooling systems, grid technology, and specialized electrical equipment. By analyzing these physical pressures, attendees will gain insight into where the next defensible businesses will emerge—often in sectors that appear unrelated to software. Founders are encouraged to look past application layers to solve the foundational problems that currently limit AI scalability.