AI Infra Summit 2026 had no shortage of standout moments. Here are the 12 sessions that drew the biggest crowds in Santa Clara this September.


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The Bitter Lesson, Revisited: How Far Does More Compute Get Us?

Dave Patterson, Distinguished Engineer & Google Fellow, Google

Ian Cutress, CEO & Chief Analyst, More than Moore

The AI Opportunity: Silicon to Systems

Lip-Bu Tan, CEO, Intel

Ed Nelson, Co-Founder, AI Infra Summit (Moderator)

Tokens-per-Watt: Building the New Architecture for Agentic AI

Tony Pialis, EVP & GM, Data Center, Qualcomm

The Infrastructure of Intelligence: NVIDIA and OpenAI on a Decade of Building Frontier AI

Ian Buck, VP, Hyperscale & HPC Computing, NVIDIA

Dina Bass, Technology Reporter, Bloomberg

Sachin Katti, VP, Compute Strategy & GPT-Infra, OpenAI

From Silicon to Services: Optimizing Every Layer of AI Infrastructure for Token Economics at Scale

Dylan Patel, Founder, CEO & Chief Analyst, SemiAnalysis

Peter DeSantis, SVP, Foundational AI Models, Custom Silicon & Quantum Computing, Amazon

From Product Supply to AI Capacity: What it Takes to Stand Up AI Infrastructure at Global Scale

Monique Picou, Chief Product Supply Officer, Google

AI Infrastructure for Open Models, Multimodal Systems, and Real-Time Product Experiences

Santosh Janardhan, Head of Infrastructure, Meta

From Custom Silicon to AI Systems: Designing the Compute Foundations for Scalable, Efficient AI Infrastructure

Ankur Gupta, Executive VP, Siemens EDA IC Products, Siemens

AI Infrastructure at Hyperscale: OCI Superclusters

Karan Batta, SVP, Oracle Cloud Infrastructure, Oracle

Infrastructure for an AI World in Motion

Forrest Norrod, Executive Vice President and General Manager, Data Center Solutions Business Group, AMD

Optimizing AI Agents for Enterprise

Michael Stewart, Managing Partner, M12, Microsoft's Venture Fund

Ori Goshen, Co-Founder & Co-CEO, AI21 Labs

The Age of Intelligence in Healthcare: From AI Investment to Patient Impact

Shez Partovi, Chief AI Officer & Healthcare Informatics Business Leader, Philips

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