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.

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

Sessions:

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.

Speakers:
Chris Lattner (CEO and Co-Founder, Modular AI)

2. Keynote: "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)

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.

Speakers:
Mark Edlestone (MD & Chairman, Global Semiconductor, Morgan Stanley)
Jeremy Werner (SVP & GM of the Core Data Center Business Unit, Micron)
Additional voices from companies like NVIDIA, Google, Coreweave, Micron and Engine No. 1 joining soon.

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  Thu, 04/30/2026

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  10:30 AM – 12:00 PM