Inside the AI Infrastructure Boom

The race to build AI has created an unprecedented demand for computing power. Data centers are delayed. GPUs are hoarded. Startups desperate for capacity are cutting deals with the companies that have it, like Cursor's partnership with xAI.

Join us for a conversation with three people navigating different sides of this challenge: Sachin Katti, who oversees compute strategy at OpenAI and managed the Stargate buildout; Anjney Midha, an early Anthropic investor who founded Amp to give smaller companies access to compute; and Jeremie Eliahou Ontiveros, a data center analyst at SemiAnalysis tracking delays and capacity across the industry.

This is a subscriber-only live conversation. Subscribe today for $299 and save 25% on the first year to join the discussion.

Wednesday, May 20^th, 2026
11:00 am PT / 2:00 pm ET

We'll explore what the compute crunch actually looks like on the ground, whether data center delays are as bad as rumored, how hardware diversity is reshaping the market beyond NVIDIA and what startups can build to solve the infrastructure problems AI companies face today.