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Transition-AI 2026
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| With Nat Bullard (Founder, Halcyon), Scott Clavenna (CEO, Latitude Media), Brian Janous (Chief Strategy Officer, Cloverleaf), Jason Tundermann (Chief Innovation Officer, LevelTen Energy), Josephine Tucker (Head of Energy & Sustainability, JLL), Shawn Xu (Lowercarbon Capital). |
| InterContinental, 888 Howard St, San Francisco |
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Apr 13 (Mon) , 2026 @ 08:00 AM
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$846 |
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/-122.40473938,37.78205109,13,0,0/550x200?access_token=pk.eyJ1IjoiZ2FyeXNndWlkZSIsImEiOiJjamtobmRiYmgwb3gwM3F1a2o2Mmd0YWw3In0.DinA62CR3-OKtf3axa5O7Q)
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| DETAILS |
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Rewriting the clean energy playbook for the AI era
In 2025, AI became the center of gravity for the energy industry. As tech companies commit to over $1 trillion to build out computing infrastructure, utilities are planning to spend another $1 trillion to upgrade the grid. Driven by record spending, support from the federal government, & frenzied competition among LLMs, AI data centers are getting sited, financed, & built at a record pace.
Faced with the speed-to-power imperative, the energy industry has largely taken an all of the above approach to development, pursuing batteries, fuel cells, behind-the-meter gas, geothermal, nuclear, & distributed capacity. Solutions are getting more sophisticated, but there is still no uniform blueprint for building at gigawatt scale.
What began as a single urgent question - How do we accommodate all of this load? - is evolving into a more coordinated effort to reshape how clean energy is developed, financed & integrated at scale. But the rapid expansion is also colliding with a set of hard constraints:
Financial: Rising skepticism about long-term AI demand, shaky tenant durability, & the mismatch between short tech cycles & 20-year energy assets.
Regulatory: Fragmented state-by-state oversight, overloaded interconnection queues, & unclear load signals that complicate planning.
Physical: Land, transmission, & sequencing risk, & the sheer challenge of delivering gigawatt-scale projects on accelerated timelines.
These pressures reflect a deeper market recalibration. Three years after ChatGPT triggered a construction boom & fueled expectations of a decade-long electricity supercycle, the industry is facing a set of new challenges. Today, skepticism is rising about the durability of AI's trajectory, the financial stability of key players, & the assumption that ever-larger models will continue to justify ever-larger power demands. The clean energy sector is entering a new phase, one that demands clearer signals, tighter sequencing, & smarter risk management.
Over two days at Transition-AI 2026, attendees will:
Exchange practical insights on planning & coordination between utilities, regulators, & data center developers, & generate a clearer picture of how AI-driven demand is reshaping infrastructure timelines.
Turn emerging solutions into strategy through discussions on flexible load design & clean energy procurement models.
Build cross-sector partnerships that tackle today's real constraints (unreliable load signals, interconnection bottlenecks, fragmented regulation) & turn aligned technology, policy, & capital into buildable projects.
Join us for two days in San Francisco as we bring developers, utilities, regulators, & hyperscalers into the same room to align on what's real, what's possible, & what can get built that is economically viable & sustainable.
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