Who Actually Wins the AI Infrastructure Boom? Power, Data Centers, and Founders | Disrupt 2026

All right, welcome everyone. All right, and for this panel we're going to be talking about the AI infrastructure boom. Um you know, last week I was at an unconference, one of those conferences that's not really supposed to be a conference. You can kind of pick whatever you want to talk about. And of

course, one of the sessions was on data centers and how to power them. And then I was at a kid's soccer game last weekend talking to another dad and guess what he was talking with me about? Data centers and how to power them. And today, we're here talking about data centers and how to power them. Seems to

be all anybody can talk about and I think with good reason. You know, we talk about how to build them, how to power them, how many pickleball courts could you fit inside? Quick show of hands, has anybody here dreamt about data centers? Anybody? Yeah, there's people in the back in green shirts, they're here to help.

Don't resist them. Just kidding. Um the two guys that are joining me today almost certainly dream about data centers at some point. So, we have Bill on the end here with Bloom Energy is company builds fuel cells to power data centers and Ben with Ambrosia Energy and they pair solar with batteries to do continuous power for

data centers. So, gentlemen, my first question for you is would either company exist today if it weren't for data centers? >> Uh yeah, Bloom actually started in 2001 and our initial focus was C&I and we still service that that market quite quite extensively. So >> I mean, it right now the focus is data centers, but

all the onshoring and all the EVs and all the all the other things happening, C&I is going to continue to you know, need power just the same way you do in a data center. >> And and for Ambrosia, we we want to power the US grid. That's our ultimate goal. We're we're starting off grid and