Case study

Flagship salonSep 12, 2026Sunnyvale100 in the room

AI Infra Signal — Build, Operate, and Monetize Intelligence

AI Infra Signal was a 100-person, application-only gathering in Sunnyvale for the people who build, operate, and monetize the AI stack. Four featured sessions, six lightning talks, and a closing infrastructure panel ran into a 90-minute demo floor — every seat reviewed for fit rather than filled to a headcount.

application-only seats, each reviewed for fit
100

application-only seats, each reviewed for fit

speakers across keynotes, lightning, and the panel
17

speakers across keynotes, lightning, and the panel

sessions — 4 featured, 6 lightning, 1 panel
11

sessions — 4 featured, 6 lightning, 1 panel

partners backing the room
5

partners backing the room

What happened.

  • Keynotes from Llama Ventures, hosted.ai, VDURA, and Infron AI covering investment insight, Neocloud economics, the efficient data stack, and a live inference-layer demo.
  • Lightning talks from Microsoft, Cohere, TinyFish, XTrace, Aether AI, and Modo on research paradigms, web-grounded agents, persona simulation, RL infrastructure, and workflow ROI.
  • A closing panel with DCVC, Tensormesh, Together AI, and Nutanix on power constraints, inference economics, GPU cluster reliability, enterprise security, and where value accrues across the stack.
  • A 90-minute demo floor after the programme, so the conversations that started on stage finished in person.
The GIFTS panel on the future of AI infrastructure at AI Infra Signal — Vandon Duong, Yihua Cheng, Rebecca Biju, Sachin Keswani, and moderator Chinat Yu
The GIFTS panel on the future of AI infrastructure at AI Infra Signal — Vandon Duong, Yihua Cheng, Rebecca Biju, Sachin Keswani, and moderator Chinat Yu
AI Infra Signal key visual — Build, Operate, and Monetize Intelligence
AI Infra Signal key visual — Build, Operate, and Monetize Intelligence

Partners

hosted.ai · Llama Ventures · Infron AI · VDURA · WeAreDevelopers

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