AI × Energy: Where Will the Next Trillion-Dollar Opportunities Be?
About this session
Artificial intelligence and energy are becoming two sides of the same coin. As AI drives unprecedented demand for power, data centres, grids, and cooling infrastructure, AI is simultaneously transforming how energy is generated, managed, and consumed. This session explores where the biggest opportunities lie across both "Energy for AI" and "AI for Energy," highlighting emerging technologies, investment trends, and the startups shaping the next wave of industrial innovation.
Sub sectors I'd underwrite today: Advanced Cooling Hardware 40% of data center energy waste, defensible IP window, sticky enterprise lock-in before commoditization hits. DC Power Architecture Every internal conversion point is wasted energy; architectural shift is structural and creates years of enterprise switching costs. Waste Heat Monetization Turns data center thermal liability into revenue and anchors customer relationships at gigawatt scale.
Sub-sectors I wont: Software-Only Energy Optimization Commoditizing fast, no switching costs, crowded field already decided—margin compression incoming. Speculative Generation Tech (Fusion, Advanced Geothermal) 2028 power crunch won't wait for 2030+ CapEx-heavy deployment cycles and regulatory limbo. Grid-Scale Storage Without Locked Off-take Merchant power kills unit economics; utility adoption is dead without data center anchors already committed.
Speaker
Key takeaways
- Map the AI x Energy opportunity landscape
- Understand where value is being created across the AI x energy ecosystem
- Learn a practical framework to identify the most promising tech and market opportunities emerging at the intersection of AI and energy.