Name
Opening Fireside Chat with DensityAI & Gradient | The Compounding Gap: Three Curves, One Existential AI Infrastructure Crisis
Date & Time
Wednesday, July 8, 2026, 9:00 AM - 9:20 AM
Description

The gap between what AI demands and what the world can supply is not a future problem. It is a present one, and it is compounding annually.  Three numbers define the crisis: 300%, 30%, and 3%. AI compute demand is growing at 300% per year. Chip efficiency is improving at 30% per year. Grid power is expanding at 3% per year in the US. Each one a full order of magnitude smaller than the last. This divergence is not a forecast — it is already happening, and without the right breakthroughs, it will only get worse.  The solution to this predicament as presented by Gradient GP Zach Bratun-Glennon and Ganesh Venkataramanan, a career leader in technical infrastructure, who 1) pioneered the first 64bit CPU, 2) pioneered the first multicore CPUs, 3) pioneered the on-car chips that power Full Self Driving in Teslas, and 4) pioneered Tesla Dojo, the highest performing data centers for inference to this day.

Ganesh Venkat Zachary Bratun-Glennon
Location Name
Ada Lovelace