AI may run on ones and zeros, but its success hinges on zeros and ones delivered with power and speed. This week at TechCrunch Disrupt 2026, two industry leaders, Ben Longmier from Ambrosia Energy and Bill Thayer of Bloom Energy, will explore how the physical world is shaping the next wave of AI opportunities.

The conversation will delve into the constraints that are reshaping the market, from power generation to cooling systems, and how founders can navigate these challenges to build sustainable businesses. It’s not just about models and chips; the real game is in the physical infrastructure.

With the demand for compute growing exponentially, the industry faces new questions: what shortages are temporary and which could last? Where do constraints turn into opportunities? These are the critical discussions that will shape the next phase of AI growth.

The session promises to offer insights for tech leaders on where the next markets could emerge, and who is best positioned to power the future of AI. It’s a must-attend for anyone looking to understand the physical backbone of the digital world.