AI Infrastructure

AI Infrastructure: Powering the Human-Centered AI Economy

AI Infrastructure: Powering the Foundation of the AI Economy

AI is no longer constrained by algorithms—it is constrained by infrastructure. From data centers and semiconductors to energy and capital, the real race in AI is happening behind the scenes. The AI Infrastructure track at TiEcon 2026 brings together the engineers, operators, investors, and technology leaders who are building the foundation that powers AI at scale.

This 90-minute flagship session cuts through the noise to focus on what is truly holding AI back today—and what is unlocking its next phase of growth. As AI moves from experimentation to large-scale deployment, infrastructure has become the defining competitive battleground. Attendees will gain a clear understanding of how chips, hyperscalers, and AI-native companies are reshaping the technology stack, and why power, compute, and capital are now strategic assets. From founders to enterprise leaders and investors, this session provides a practical lens into where the real opportunities lie.

No fluff. No buzzwords. Just straight talk from the people building the foundation of the AI economy.

If you’re a founder, investor, or technology leader, this interactive session will leave you with:
• What’s really slowing AI down today—and who is solving it
• How chips, cloud providers, and AI-first companies are reshaping the ecosystem
• Why power, compute, and capital are becoming as critical as innovation
• Where the next big opportunities in AI infrastructure are emerging

Agenda:

1. Keynote: "Building the Infrastructure for the AI Economy"
A leading industry voice sets the stage by exploring how compute, semiconductor innovation, data centers, and energy infrastructure are converging to support the next phase of large-scale AI deployment.
Speaker: Tim Davis (Co-Founder & President, Modular AI)

2. Fireside Chat: "The AI Infrastructure Stack: Chips, Systems & Platforms"
A deep dive into how chips, hardware systems, and software platforms are evolving to support massive AI workloads.
Speakers:
Sachin Katti (Head of Compute Infra, OpenAI)
Michael Stewart (Managing Partner, M12, Microsoft’s Venture Fund)

3. Panel Discussion: "Scaling Data Centers: Power, Capital & Global Competition"
An exploration of the real-world challenges of scaling AI infrastructure—including power availability, cooling and memory technologies, infrastructure financing, and the global race to build compute capacity.

Panel Speakers:
Mark Edelstone (MD & Chairman, Global Semiconductor, Morgan Stanley)
Jeremy Werner (SVP & GM, Core Data Center Business Unit, Micron)
Sachin Jain (Chief Operating Officer, CoreWeave)

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  Thu, 04/30/2026

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  10:30 AM – 12:00 PM