AI Infra Signal: Build, Operate, and Monetize Intelligence.
Around 100 founders, researchers, engineers, enterprise leaders, and investors spent five hours together in Sunnyvale on September 12, 2026. Explore the people and themes behind the gathering, from GPU economics and inference to agents, world models, evaluation, and enterprise AI.
The recap · September 12, 2026
Five hours. 100 builders. A community to come back to.
Explore the ideas, people, and moments from AI Infra Signal — from GPU economics and agent infrastructure to the conversations between sessions.
Read the recap & see the photos
A community working across AI infrastructure.
100
Application-only attendees, reviewed for fit
11
Sessions — 4 featured + 6 lightning + 1 panel
Speakers on stage.
17 voices across featured sessions, lightning talks, and the infrastructure panel.
Keynotes & featured
Edward Huang
Partner @ Llama Ventures
The AI Infrastructure Investment Insight
Narendar Shankar
Co-founder @ hosted.ai
GPU cloud utilization and Neocloud economics
Nilesh Shah
VP @ hosted.ai
GPU cloud utilization and Neocloud economics
Samantha Clarke
VP @ VDURA
The Efficient Data Stack: From Training to Inference—or Is It GPU Utilization?
Vanessa Lu
Head of Marketing @ Infron AI
Product Demo: Building the Intelligent Inference Layer for AI Applications
Lightning talks
Biwei Huang
Founder @ Aether AI & Assistant Professor @ UC San Diego
Causal World Models for the Next AI Paradigm
Homer Wang
Head of Product @ TinyFish
Every AI Needs Some Web
Dr. Yuexing Hao
Researcher @ Microsoft, Postdoc @ MIT & Founder of MatrAIx AI
MatrAIx: Simulating the World with 8.3 Billion Persona Agents
Dr. Xiaomin Li
Senior Research Scientist @ Microsoft · Founder of MatrAIx
MatrAIx: Simulating the World with 8.3 Billion Persona Agents
Felix Meng
CEO @ XTrace
Beyond README.md: Teaching AI Agents from the Mistakes They Actually Make
Yash More
Member of Technical Staff @ Cohere
Inside Modern RL Infrastructure
Angelina You
Co-Founder @ Modo (StartX F25)
Methods to Evaluate Workflow ROI and Project Monetization
Five hours of shared experience.
Thank you to every speaker, partner, volunteer, and guest who made AI Infra Signal possible.
Technical signal
The program connected architecture decisions, reliability constraints, and open questions across the AI infrastructure stack.
The right conversations
Around 100 founders, researchers, enterprise infrastructure leaders, and investors joined the application-only gathering.
Time to connect
Five hours together, with featured sessions, lightning talks, a panel, demos, and conversations between people working across the stack.
One connected stack
Training, inference, agents, evaluation, data, and enterprise deployment came together in a program spanning research and production.
Stage time and floor time.
- 2:00 PM
- Doors, coffee, booth preview
- 3:00 PM
- Opening
- 3:10 PM
- Technical panel
- 3:40 PM
- Keynote block
- 4:20 PM
- Lightning talks I — AI infra & data
- 4:45 PM
- Lightning talks II — research
- 5:10 PM
- Technical salon
- 5:45 PM
- Demo floor, food & drinks — until 7:00 PM
Stage blocks — 4 featured + 6 lightning + 1 panel
We’ve done this before — at scale.
12–20
Roundtable Chat
Closed-door, frontier AI researchers
75–100
AI Salon Night
Deep tech discussion, curated list
100
GTM Series
Founders with technical backgrounds
1,000
Soulscape 2026
3-day summit at KQED · 2,000+ applicants
Past partners
Bay Area Founders Club · Beta Fund · GMI Cloud · Inference AI and more
06 · Partnership
Interested in partnering?
Contact the OpenStages team directly.