Future of AI Infrastructure & Energy Demands: with Resona Founder Arun Nagpal. Hosted by VibeCap, Avison Young & Pachamama VC

​The AI Revolution Has a Hardware Problem

Every AI model training at scale depends on a $350 million lithography machine. There are roughly 50 of them operating worldwide, all built by one company. That's the chip bottleneck. But even if we solve it, the problem just moves. Cheaper chips mean more data centers, which means the real constraint becomes power. Right now, connecting a new AI facility to the grid takes 5-7 years. The permitting queue is the new choke point.

Join us for an evening with Arun Nagpal, founder of Resona Semiconductor (a Vibe Capital portfolio company), alongside investors from Vibe Capital (Tim Ryan, Dave Goldblatt) and Pachamama VC (Karen Sheffield) to explore:

•How new approaches to lithography could break the chip cost curve
•Why solving the silicon bottleneck immediately exposes the energy bottleneck
•Where value accumulates when infrastructure becomes the constraint
•How AI's power demands might actually catalyze the clean energy transition

​The AI boom is real. But the infrastructure to support it is playing catch-up in ways that most people aren't pricing in yet. The companies that win the next decade will be the ones that understand which wall to attack first.

​Agenda:
• 5:30 PM – Arrival, networking, drinks & light bites
• 6:00 PM – Fireside conversation on AI infrastructure
• 6:45 PM – Q&A
• 7:00 PM – Networking & close

​Thanks to our hosts Avison Young. Drinks and light bites will be provided.