Register now for Transition AI 2026 Conference April 13-14, 2026 – San Francisco
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.
Latitude Media co-founders Scott Clavenna and Stephen Lacey will kick off Transition-AI 2026.
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.
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.
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?
What are the opportunities and risks in yoking the future of clean energy to AI?
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.
What happens when the interconnection queue, transmission timelines, or local constraints make “wait for the grid” a non-starter? We’ll walk through the off-grid toolkit and the decisions that shape each pathway.
From PJM to ERCOT: The differing models on how to reward flexibility, protect consumers, and get large loads online faster.
8:00 am Arrival, breakfast, unstructured networking
Rates, emissions, and local resistance. What happens when a data center comes to town?
In the era of clean firm and the pursuit of 100% uptime, where do renewables fit into development at scale?
2026: the year of batteries.
The PJM Independent Market Monitor recently deemed flexibility a “regulatory fiction.” But in the race to build fast at scale, can we actually build flexible data centers?
How can distributed capacity bring large loads online quicker? We’ll break down the current landscape of ‘BYOC’ and the new paths to development that load flexibility can enable.
What capacity already exists on the grid that is unutilized or underutilized? Where can targeted upgrades on the grid move the needle on large-scale development? We’ll take stock of the solutions that are helping us get the most out of our current grid systems.
