AI Infra Summit

✅ NVIDIA is teaming up with some of Wall Street’s biggest banks and investors to raise $500B for AI infrastructure, as compute increasingly emerges as an investable infrastructure asset class. ✅ Mistral is expanding its sovereign AI infrastructure strategy, introducing greater regional control for inference and building toward up to 1GW of European compute capacity by 2030. ✅ Intel has upsized its stock offering from $15B to $20B as it looks to fund investment amid surging demand for AI compute, advanced chips, packaging, and semiconductor manufacturing capacity. ✅ Archer is set to acquire Boeing’s Wisk Aero, SkyGrid, and Insitu businesses, bringing autonomy, airspace intelligence, and AI together to create an end-to-end physical AI platform for aerospace and defense. ✅ Anthropic, Macquarie Asset Management, and GIC are launching Theseus Infrastructure, a new platform that will develop purpose-built data centers to support Anthropic’s growing compute requirements. #AIInfra #AIInfrastructure #AI #AIDataCenters #AINews

Karl Freund, Founder & Principal Analyst at Cambrian AI Research, is speaking at AI Infra Summit 2026. Karl has spent decades across the IT hardware and semiconductor industry, including leadership roles at AMD, HPE, IBM, and Cray. Today, he advises technology companies and investors on the rapidly evolving AI and HPC hardware landscape. He’ll be in the room bringing an independent perspective on the technologies, companies, and infrastructure trends shaping the future of AI compute. View the agenda to learn more: https://lnkd.in/erne2T7n #AIInfraSummit #AIInfrastructure #AIHardware #HPC

Cooling systems. Fabrics. Data layers. Control planes. The systems that decide how far AI can go rarely get the spotlight, which is the idea behind Ad Astra: AI Infrastructure Competition, run by Media Partner's TechArena.ai ahead of AI Infra Summit 2026. Entrants had 200 words to argue why their technology belongs among this year's most significant advances in AI infrastructure. TechArena's advisor panel judged on alignment to a summit focus area, measurable real-world impact, and clarity a senior decision-maker could absorb without decoding jargon. AIRSYS USA took the top spot with LiquidRack, which integrates liquid cooling directly into the rack, letting operators add AI capacity without rebuilding the facility around it. Honorable mentions went to VAST Data Cornelis Networks and Rafay Learn more here: https://lnkd.in/efwAmqFi Meet all four in Santa Clara next month at #AIInfraSummit! #AIInfrastructure #AIInfra

Meet the Partners... Get to know Multiverse Computing, an official AI Infra Summit 2026 Gold Sponsor. Multiverse Computing is focused on making production AI more efficient, secure, and scalable through advanced model compression and quantum-inspired technology. Its solutions help organizations reduce compute requirements and deploy AI across cloud, data center, on-premise, and edge environments. Explore partnership opportunities with AI Infra Summit via the sponsorship brochure: https://lnkd.in/eeUvE7Tz #AIInfraSummit #AIInfrastructure #AI #Innovation #MultiverseComputing

Tim Rausch, SVP of Product Engineering at WD, is speaking at AI Infra Summit 2026. With more than 26 years of experience in hard disk drive technology, Tim brings a perspective spanning storage R&D, hyperscale cloud infrastructure, and product engineering. At WD, he leads the work of turning advanced storage technologies into reliable, manufacturable products for hyperscalers and emerging AI infrastructure operators. He’ll be in the room with the leaders tackling how storage must evolve as AI datasets and infrastructure requirements continue to scale. View the agenda to learn more: https://lnkd.in/erne2T7n #AIInfraSummit #AIInfrastructure #DataStorage #AI

Meet the Partners. Get to know Moreh, an official AI Infra Summit 2026 Gold Sponsor. Moreh develops full-stack inference software designed to unlock greater performance across heterogeneous AI accelerators. From custom kernels to distributed serving, its technology helps infrastructure teams optimize workloads across AMD, NVIDIA, Tenstorrent, and multi-vendor GPU environments. Explore partnership opportunities with AI Infra Summit via the sponsorship brochure: https://lnkd.in/eeUvE7Tz #AIInfraSummit #AIInfrastructure #AI #Innovation #Moreh

Amit Gupta, SVP & GM, AI Strategy and Solido Custom IC at Siemens, is speaking at AI Infra Summit 2026. Amit has spent his career applying AI to some of the semiconductor industry’s most complex design challenges. Today, he leads Siemens EDA’s work across AI-powered custom IC design and its wider AI strategy. He’ll be in the room with the semiconductor, EDA, and infrastructure leaders exploring how AI can accelerate chip development and help deliver the hardware required for the next wave of compute. View the agenda to learn more: https://lnkd.in/erne2T7n #AIInfraSummit #AIInfrastructure #Semiconductors #AI

Meet the Partners. Get to know MangoBoost, an official AI Infra Summit 2026 Gold Sponsor. MangoBoost is building full-stack infrastructure for the agentic AI era, optimizing everything from servers and distributed storage to DPUs and inference software. Its technology is designed to improve utilization, reduce infrastructure costs, and scale AI workloads across heterogeneous GPU and NPU environments. Explore partnership opportunities with AI Infra Summit via the sponsorship brochure: https://lnkd.in/eeUvE7Tz #AIInfraSummit #AIInfrastructure #AI #Innovation #MangoBoost

Nicholas Harris, Founder & CEO at Lightmatter, is speaking at AI Infra Summit 2026. Nick is helping push the boundaries of AI infrastructure as Lightmatter develops technology designed to overcome the bandwidth, connectivity, and scaling challenges created by increasingly powerful compute systems. He’ll be in the room with the engineers and decision-makers rethinking how data moves through next-generation AI systems. View the agenda to learn more: https://lnkd.in/erne2T7n #AIInfraSummit #AIInfrastructure #DataMovement #AI

Stephen Frassetti, Field CTO at Mirantis, is speaking at AI Infra Summit 2026. With more than 20 years of experience across finance, government, and consulting, Stephen brings a client-focused perspective to solving complex infrastructure challenges and shaping technology strategy. He’ll be in the room with the technical leaders working to build more flexible, scalable, and resilient infrastructure for the next generation of AI workloads. View the agenda to learn more: https://lnkd.in/erne2T7n #AIInfraSummit #AIInfrastructure #CloudInfrastructure #AI