The Carbon Market Emerging Beneath AI
[ confirmed attendees include Equinix, Lambda, Idemitsu, Sony Ventures ]
A timely conversation about carbon removal during San Francisco Climate Week - at a gorgeous private residence.
AI companies are scaling faster than almost any industry in history.
Think about it, every major infrastructure system eventually discovers its externalities.
Railroads had land.
Oil had spills.
The internet had privacy.
AI is beginning to discover carbon.
Not because of regulation.
Not because of ESG.
But because the systems being built are enormous.
More GPUs.
More training runs.
More energy.
More infrastructure.
At some point the companies building these systems face a simple question:
What do you actually do about the carbon footprint of the thing you’re scaling?
For most founders today, the answers are unsatisfying.
Offsets feel vague.
Climate solutions feel opaque.
And the market is hard to navigate from the outside.
Over the past few years, a market has emerged around permanent carbon removal, technologies designed to remove CO₂ from the atmosphere and store it for hundreds to thousands of years.
Early buyers have already committed more than $7 billion+ to these systems.
Yet, outside a small group of climate insiders, most founders and operators haven’t actually seen how these solutions work or why investors increasingly view carbon removal as a new solution forming in real time.
This gathering is designed to unpack that.
Not as a climate lecture.
This small gathering is designed to unpack the market and how carbon removal fits your company's bottom line.
What We'll Cover
• What permanent carbon removal actually is (and isn’t)
• Why this market is emerging now
• Why compute-heavy industries are starting to pay attention
• Why early buyers are already committing billions
• What it actually looks like to make a first carbon removal purchase
Who This Is For*
• Founders building in AI and frontier technologies
• Operators managing compute-heavy infrastructure
• Investors curious about emerging systems markets
*No climate background required
Format
Short briefing → open discussion → noms & drinks.
Hosted at a private residence during San Francisco Climate Week.
Limited to ~30 founders, investors, and operators.
No panels.
No presentations.
Just builders comparing notes.