Power Is the New Moat
Wednesday, August 5, 2026 at 2:00 PM to 2:20 PM · 20 min. (US/Pacific)
Titian Ballroom 2304
Solo Talk
Energy
Information
The AI revolution has an energy problem. Every model trained, every inference run, every data center scaled demands massive, reliable power. I'll make the case that the companies who solve the energy problem will be the ones who win the AI race, and that geothermal is the only source that delivers the always-on, zero-carbon baseload that AI infrastructure actually requires. Attendees will leave with a new lens on AI's physical limits and a clear view of why enhanced geothermal is the most consequential energy bet of the next decade. If you're building AI and you haven't thought seriously about where the power comes from, this is the talk to attend.
Industry Tracks
Energy
