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Rewriting the clean energy playbook for the AI era
San Francisco
April 13-14, 2026
About

In 2025, AI became the center of gravity for the energy industry. As tech companies commit to over $1 trillion to build out computing infrastructure, utilities are planning to spend another $1 trillion to upgrade the grid.

Faced with the speed-to-power imperative, the energy industry has largely taken an “all of the above” approach to development, pursuing batteries, fuel cells, behind-the-meter gas, geothermal, nuclear, and distributed capacity. Solutions are getting more sophisticated, but there is still no uniform blueprint for building at gigawatt scale.

Over two days at Transition-AI 2026, attendees will:

  • Exchange practical insights on planning and coordination between utilities, regulators, and data center developers, and generate a clearer picture of how AI-driven demand is reshaping infrastructure timelines.
  • Turn emerging solutions into strategy through discussions on flexible load design and clean energy procurement models.
  • Build cross-sector partnerships that tackle today’s real constraints (unreliable load signals, interconnection bottlenecks, fragmented regulation) and turn aligned technology, policy, and capital into buildable projects.

Join us in San Francisco as we bring developers, utilities, regulators, and hyperscalers into the same room to align on what’s real, what’s possible, and what can get built that is economically viable and sustainable.

Past Attendees
Speakers
  • Ruth Scotti

    Energy Innovation Advisor

  • Jun Zhao

    Eversource Energy

  • Raghu Madabushi

    National Grid Partners

  • Erin Hardick

    Latitude Media

  • Lisa Martine Jenkins

    Latitude Media

  • Josh Wong

    ThinkLabs AI

  • Mark Waclawiak

    Avangrid

Agenda
8:00 am
Arrival, breakfast, unstructured networking
Raghu Madabushi
Director
National Grid Partners
Moderator
Jun Zhao
Manager of Transmission and Substation Data Innovation
Eversource Energy
Ruth Scotti
Energy Innovation Advisor
Energy Innovation Advisor
9:00 am
Welcome from Scott & Stephen
Latitude Media co-founders Scott Clavenna and Stephen Lacey will kick off Transition-AI 2026.
Jun Zhao
Manager of Transmission and Substation Data Innovation
Eversource Energy
9:15 am
The AI-energy nexus in 10 charts
Nat Bullard, co-founder of Halcyon, will set the stage for Transition-AI 2026 with observations on load forecasts and development drivers and blockers, leveraging Halcyon’s data on regulatory activities to paint a picture of where the market is in early 2026.
Matt Casey
Managing Director, Latitude Intelligence
Latitude Media
9:45 am
Fireside chat: A hyperscaler’s view on powering data centers in 2026
What does it take to build at scale in 2026? An insider’s look at the trade-offs between speed to power, scale, and sustainability.
10:15 am
Break
10:45 am
A blueprint for building digital and energy infrastructure at scale
Building AI infrastructure now requires synchronizing two complex systems with very different timelines and risks: compute and power. This panel lays out a practical blueprint for developing energy and digital infrastructure in parallel, covering everything from permitting and contracting to interconnection strategy and risk allocation. Speakers will discuss how developers, utilities, and large customers can align incentives to deliver projects at scale.
11:30 am
Finding the investment white space in the AI-energy nexus
The AI-driven load boom is reshaping the energy investment landscape, but many of the most important opportunities aren’t in the obvious places. In this session, early-stage to growth investors will share where they see the hidden leverage points in the AI power buildout, from under-appreciated bottlenecks to emerging technologies and business models. We’ll explore what’s actually investable at the frontiers of the AI–energy nexus, and which solutions are most likely to unlock clean capacity at data center scale over the next five years.
Jun Zhao
Manager of Transmission and Substation Data Innovation
Eversource Energy
12:00 pm
Lunch
1:00 pm
Orchestrating capacity: A portfolio approach to data center development
We’ll break down what “orchestrating capacity” looks like in practice — identifying where the grid can stretch, where targeted investments matter most, and how to sequence resources to maximize speed, lower costs, and minimize emissions.
2:00 pm
Speed to power on site: The real tradeoffs of behind-the-meter generation and storage
AI compute demand isn’t waiting, and neither should project developers. Data center operators are experimenting with onsite generation and storage to compress timelines and secure electrons before the grid “catches up.” But these speed-to-power tactics come with tradeoffs around cost, grid access, emissions, and operational risk.
2:30 pm
Break
3:00 pm
TBA
3:30 pm
In the AI era, are our power markets fit for purpose?
Today, power markets are grappling with how to serve the evolving class of hyperscalers while ensuring the reliability of grids and protecting customers from shouldering the burden of the added costs to serve them. This session will offer up an expert discussion of the current processes and debates underway among utilities, grid operators, and regulators on how to best move forward in the era of gigawatt data centers.
4:15 pm
Catalyst with Shayle Kann: Live at Transition-AI 2026
A live podcast recording with Google’s new chief of AI infrastructure buildout to talk through how the company is navigating the energy, grid integration, and infrastructure challenges of deploying AI at hyperscale.
5:00 pm
Welcome reception
Sponsors
Partners
Venue

Book your discounted hotel room for Transition-AI 2026 here.

Date

April 13-14, 2026

Location

San Francisco

InterContinental San Francisco

Hotel

We’ve worked with our hotel partner to bring you substantially discounted room rates. Attendees can book the InterContinental San Francisco for $337 (compared to $459).

Plus, TripZero will measure and offset your travel carbon footprint — for free. Space is limited, please act now before we sell out.

Book hotel now
The InterContinental San Francisco
Register
    
Contact Us

Sponsorship

For sponsorship inquiries, fill out the sponsor interest form to get in touch with our team.

Speaking

For speaker proposals, fill out the speaker interest form to get in touch with our team.

Other

Reach out to [email protected] for all other inquiries.