The Carbon Market Emerging Beneath AI
*Excited about the room forming — Microsoft, Google, Equinix, Lambda, Schneider Electric, PG&E, Idemitsu, Sony Ventures, Rockefeller Foundation confirmed so far.
A timely conversation about carbon removal during San Francisco Climate Week.
Every major infrastructure system eventually discovers its externalities. Railroads had land. Oil had spills. The internet had privacy.
AI is discovering carbon.
The systems being built are enormous - and at some point, every company scaling AI faces a simple question: what do you actually do about your carbon footprint?
For most founders, the answers are unsatisfying. Offsets feel vague. Climate solutions feel opaque. The market is hard to navigate from the outside.
Short briefing. Candid conversation. No panels, no pitches. Chatham House rule.
Michael Berger, Microsoft
Roopa Dandamudi, XPRIZE
Duncan Carlson, Lowercarbon Capital
Andrew Chalmers, CO280
Varsha Ramesh Walsh, Offstream
What We'll Cover
• What durable 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
Just builders comparing notes.
Curated wine tasting from Lioco Wines 4-5pm
Small batch Half Shell Vodka cocktail (filtered through activated coconut carbon and oyster shell) all afternoon
Sustainable salumi boards from Journeyman Meats
Hosted at K&L Gates