The CleanAI Stack: Powering AI for a Resilient, Clean Economy
Hosted by: CleanAI Initiative, Horizon Media, BNP Paribas Solar Impulse, Energize Capital, Cycle Capital, and Shift4Good.
Join us for an invite-only afternoon coffee discussion bringing together investors, founders and industry leaders to explore the physical infrastructure and media ecosystems behind the AI revolution — and how we can scale without compromising the energy transition.
AI is rapidly becoming one of the largest new sources of electricity demand. We'll discuss power generation, grids, cooling, critical minerals, semiconductors and increasingly sophisticated software to optimize every layer of the stack, and how the benefits and tradeoffs of infrastructure innovation is communicated in the media.
The question is therefore not how much AI can we build? — but how do we build an AI infrastructure stack that is efficient, flexible and compatible with a resilient, clean economy?
Agenda
Welcome, Coffee & Networking
Opening Remarks, Crystal Park, Horizon Media
The State of the CleanAI Market, Emily MacIntosh, CleanAI Initiative
Panel: The CleanAI Stack — Powering AI for a Resilient, Clean Economy
Nicholas Parker, CleanAI Initiative [Moderator]
Berenice Lasfargues, BNP Paribas Solar Impulse
Gerd Goette, Cycle Capital
Juan Muldoon, Energize Capital
Louis Kozlow, Shift4Good
Q&A & Open Discussion
Coffee & Networking
This discussion will explore the emerging CleanAI Stack, from electrons and critical materials to data centers and compute:
Power & Grid — How can we supply the massive new electricity demand created by AI while strengthening rather than constraining the grid? Can flexible compute turn data centers from grid liabilities into grid assets?
Data Centers & Cooling — As rack densities rise, how can next-generation cooling and energy-management technologies dramatically improve data-center efficiency?
Compute Efficiency — Can we reduce the amount of energy and infrastructure required per unit of AI performance through better models, compression and optimization?
Critical Minerals & Supply Chains — What new constraints will AI infrastructure create across copper, batteries, semiconductors and other critical materials — and where can technology relieve those bottlenecks?
Capital & Scale — Which parts of the CleanAI Stack represent the largest investment opportunities, and what will it take to deploy these technologies at infrastructure scale?
Communications & Media Ecosystems — How are the benefits and tradeoffs of infrastructure innovation and investment communicated to the public?
This will be an invite-only, peer-level conversation designed to move beyond the debate around AI’s energy footprint and focus instead on the technologies, business models and investment opportunities capable of making AI infrastructure part of the clean economy.