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April 13-14, 2026
Conference
San Francisco
Rewriting the clean energy playbook for the AI era
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
  • Jeff Bladen

    Verrus

  • Alaina Bookstein

    GridCARE

  • Nat Bullard

    Halcyon

  • Page Crahan

    X, The Moonshot Factory

  • Peter Freed

    Near Horizon Group

  • Dana Guernsey - Transition-AI 2025
    Dana Guernsey

    Voltus

  • Charles Hua

    PowerLines

  • Brian Janous

    Cloverleaf Infrastructure

  • Sean Jones

    Tesla

  • Shayle Kann

    Energy Impact Partners

  • Arushi Sharma Frank

    Luminary Strategies, LLC

  • Elizabeth K. Whitney

    Meguire Whitney, LLC

Agenda
8:00 am
Arrival, breakfast, unstructured networking
9:00 am
Welcome from Scott & Stephen
Latitude Media co-founders Scott Clavenna and Stephen Lacey will kick off Transition-AI 2026.
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.
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
Expert panel: A blueprint for building digital and energy infrastructure at scale
How are capital partners, data center operators, and energy developers working together to navigate the complexities of development cycles that often pair developing energy and digital infrastructure simultaneously?
11:30 am
One-on-one: The outlook on AI
What are the opportunities and risks in yoking the future of clean energy to AI?
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, and the tradeoffs around co-locating generation and storage
The value of co-locating data centers with power generation and storage are clear – accelerating grid interconnection or even bypassing it altogether with a fully off-grid solution. But there are tradeoffs. In this session we’ll discuss different development strategies that incorporate onsite generation and storage and their implications for both data center and grid operators.
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.
4:00 pm
Catalyst with Shayle Kann: Live at Transition-AI 2026
5:00 pm
Welcome reception
Sponsors
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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 events@latitudemedia.com for all other inquiries.

Venue

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

Date

April 13-14, 2026

Location

San Francisco

InterContinental San Francisco