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Aligning the digital and clean energy infrastructure buildout
San Francisco
April 13-14, 2026
About

Now in its fifth iteration, the Transition-AI series convenes stakeholders across major tech companies, data center operators, renewable energy and storage developers, innovative startups, utilities, and clean energy finance to align the digital and clean energy infrastructure buildout.

What began as a single urgent question — “How do we accommodate all of this load?” — is evolving into a more coordinated effort to reshape how clean energy is developed, financed and integrated at 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.
Speakers
  • Holly Adams

    Beale Infrastructure

  • Kojo Ako-Asare

    Decarbonization Partners

  • Maeve Allsup

    Latitude Media

  • Matt Anderson

    The Ad Hoc Group

  • Brock Andrus

    Joule

  • Astrid Atkinson

    Camus Energy

  • Ricardo de Azevedo

    ON.energy

  • Christian Belady

    DigitalBridge

  • Marc Bielas

    SE Ventures

  • Ian Black

    Digital Realty

  • Jeff Bladen

    Verrus

  • Alaina Bookstein

    GridCARE

  • Catherine Boudreau

    Latitude Media

  • Ben Brown

    Renew Home

  • Nat Bullard

    Halcyon

  • David Chernis

    CPower

  • Gia Clark

    ENGIE North America, Inc.

  • Katie Clasen

    Prelude Ventures

  • Scott Clavenna

    Latitude Media

  • Page Crahan

    Tapestry

  • Bob Davidoff

    Bentaus

  • Brett Foster

    McCarthy Building Companies, Inc.

  • Angelita Gardner-Kittrell

    Dominion Energy Virginia

  • Ashwin Goel

    Nextpower

  • Sarah Greenberg

    Wilson Sonsini Goodrich & Rosati

  • Dana Guernsey - Transition-AI 2025
    Dana Guernsey

    Voltus

  • Tim Hade

    Brightfield Infrastructure

  • Peter Hans Hirschboeck

    impactECI / Emerald AI

  • Charles Hua

    PowerLines

  • Chelle Izzi

    Pacific Gas & Electric

  • Brian Janous

    Cloverleaf Infrastructure

  • Lisa Martine Jenkins

    Latitude Media

  • RJ Johnson - Transition-AI 2025
    RJ Johnson

    Form Energy

  • Sean Jones

    Tesla

  • Shayle Kann

    Energy Impact Partners

  • Rahul Kar

    Hammerhead AI

  • Oliver Kerr

    Aurora Energy Research

  • Stephen Lacey

    Latitude Media

  • Ahren Lieth

    FlexGen

  • Saxon McKinven

    Geronimo Power

  • Gabe Messercola

    EDF Power Solutions

  • Medi Naseri

    LōD Technologies

  • Margarita Patria

    Charles River Associates

  • Alex Portilla

    Pacific Gas & Electric

  • Ken Rahn

    FlexGen

  • Arch Rao

    SPAN

  • Jigar Shah

    Multiplier

  • Arushi Sharma Frank

    Emerald AI

  • Jeff Tolnar

    Shoals Technologies Group

  • Yue Tu

    Vantage Data Centers

  • Jason Tundermann

    LevelTen Energy

  • Amin Vahdat

    Google

  • Olivia Wang

    Sightline Climate

  • Elizabeth K. Whitney

    Meguire Whitney, LLC

  • John Woody

    Clearway Energy Group

  • Shawn Xu

    Lowercarbon Capital

  • Nick Zenkin

    Latitude Media

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.
Scott Clavenna
CEO + Co-Founder
Latitude Media
Stephen Lacey
Executive Editor + Co-Founder
Latitude Media
9:10 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.
Nat Bullard
Co-Founder
Halcyon
9:30 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.
Stephen Lacey
Executive Editor + Co-Founder
Latitude Media
Moderator
Holly Adams
SVP, Energy
Beale Infrastructure
Ian Black
Global Head, Power Strategy & Supply
Digital Realty
10:15 am
Will the speed-to-power imperative finally give us flexibility in practice?
The proliferation of AI data centers is placing unprecedented strain on the electrical grid, characterized not only by high demand but also by volatile load dynamics. Panelists will explore the data center shift from passive consumers to active grid assets. We’ll discuss how next-generation architectures such as “BESS-first” designs can provide robust voltage ride-through capabilities and coordinated control strategies to stabilize the grid during contingency events, and how new designs can help protect the grid from volatile AI workloads running within the facility.
Peter Hans Hirschboeck
Founder + Managing Director / Senior Advisor
impactECI / Emerald AI
Jeff Bladen
Head of Energy
Verrus
Angelita Gardner-Kittrell
Manager, Demand Side Operations
Dominion Energy Virginia
RJ Johnson - Transition-AI 2025
RJ Johnson
Chief Commercial Officer
Form Energy
10:45 am
Break
11:15 am
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.
Maeve Allsup
Senior Reporter
Latitude Media
Moderator
Sarah Greenberg
Associate
Wilson Sonsini Goodrich & Rosati
Dana Guernsey - Transition-AI 2025
Dana Guernsey
CEO
Voltus
Arushi Sharma Frank
Executive Advisor
Emerald AI
Elizabeth K. Whitney
Managing Principal
Meguire Whitney, LLC
12:00 pm
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.
Olivia Wang
Research Analyst
Sightline Climate
Moderator
Kojo Ako-Asare
Managing Director, Investments
Decarbonization Partners
Katie Clasen
Principal
Prelude Ventures
Shawn Xu
Partner
Lowercarbon Capital
12:30 pm
Lunch
1:30 pm
Catalyst with Shayle Kann: Live at Transition-AI 2026
A live podcast recording with Google’s new chief of AI infrastructure to talk through how the company is navigating the energy, grid integration, and infrastructure challenges of deploying AI at hyperscale.
Shayle Kann
Managing Partner, Frontier
Energy Impact Partners
Amin Vahdat
Chief Technologist, AI Infrastructure
Google
2:15 pm
Speed to power on site: The real tradeoffs of adopting behind-the-meter generation and storage
The urgency driving AI companies’ need to rapidly monetize investments in AI infrastructure has led to a widespread embrace of co-located generation and storage as the quickest path to powering data centers. This has potentially profound implications for utilities, grid operators, and policy makers, particularly those concerned about emissions. This session will explore the tradeoffs and options in the onsite power model, and offer a detailed look into the decision-making process for data center and energy infrastructure developers alike.
Catherine Boudreau
Senior Reporter
Latitude Media
Moderator
Brock Andrus
CEO
Joule
Gia Clark
Director, Power Marketing
ENGIE North America, Inc.
Tim Hade
Co-Founder
Brightfield Infrastructure
2:45 pm
Break
3:15 pm
Energy parks and grid headroom: The next development model for AI load growth
The speed-to-power imperative is pushing beyond individual onsite solutions toward a broader infrastructure shift: energy parks, where clean generation, storage, and large flexible loads are developed together around shared interconnection capacity. Rather than treating co-location as a one-off project tactic, this session explores whether energy parks can become a scalable model for unlocking grid headroom, accelerating clean capacity, and reducing the need for costly network upgrades.
Scott Clavenna
CEO + Co-Founder
Latitude Media
Moderator
Saxon McKinven
Director, Origination
Geronimo Power
Gabe Messercola
Director, Data Center Solutions
EDF Power Solutions
Margarita Patria
Principal
Charles River Associates
3:45 pm
A gigawatt in 18 months: A case study from FlexGen on powering an AI data center
What does it actually take to bring a gigawatt-scale AI data center online when the grid isn’t ready support it? This session tells that real-world story, from an initial push for speed to power to the complex system that emerged, and how battery energy storage made it possible. We’ll walk through key challenges along the way: AI transient loads and their impact on rotating equipment, real-time orchestration across batteries, solar, and thermal generation, and the limits of traditional UPS architectures as server rack power density grows exponentially. Grounded in modeling, field testing, and active deployments, this session offers a transparent look at how these systems are actually being designed, and what it takes to make them work.
Ahren Lieth
Director, Systems Engineering
FlexGen
Ken Rahn
Vice President of Marketing and Customer Solutions
FlexGen
4:15 pm
Orchestrating capacity: A portfolio approach to data center development
Cloverleaf and LevelTen will lead a workshop breaking 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.
Brian Janous
Chief Strategy Officer + Co-Founder
Cloverleaf Infrastructure
Yue Tu
VP, Energy Systems
Vantage Data Centers
Jason Tundermann
Chief Innovation Officer
LevelTen Energy
5:00 pm
Opening reception, brought to you by
6:00 pm
Day 1 ends
Sponsors
Signature
Platinum
  • FlexGen
Gold
Silver
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 events@latitudemedia.com for all other inquiries.