Financing the AI Revolution

Something interesting is happening in capital markets right now. AI has moved past the demo stage and into the balance sheet. Data centers are swallowing megawatts. Compute has become a line item that rivals real estate. Venture capital is still writing checks, but the real tension sits deeper in the plumbing of finance, credit markets, infrastructure funds, public equities, sovereign capital. Everyone is staring at the same question from a different angle: Who actually finances intelligence when it becomes infrastructure?

That question is exactly why Financing the AI Revolution exists. The summit organized by The Information pulls the conversation out of speculative threads and places it inside the New York Stock Exchange, where technology ambition meets capital discipline. The gathering lands on Monday, April 27, 2026, from 2:00 pm ET to 7:30 pm ET inside the NYSE in New York City, a setting that underscores the collision between technological ambition and capital markets. Access is reserved for subscribers, reinforcing that this is less conference circuit spectacle and more insider capital conversation. For those outside the circle, an annual subscription is available for $299, currently offered at 25% off for the first year.

Investors, operators, and capital allocators walk into the same room to wrestle with the uncomfortable math behind AI’s expansion. The agenda circles the real pressure points: data center risk, infrastructure credit, public market exposure, enterprise adoption, and the geopolitical gravity forming around machine intelligence.

The room itself matters. Registration opens at 2:00 PM ET and the afternoon unfolds with panels designed for decision makers, those underwriting infrastructure, structuring credit, allocating institutional capital, and scaling AI-driven revenue.

The lineup reflects that breadth of perspective. Mamoon Hamid of Kleiner Perkins brings the venture lens on financing the next generation of AI companies. Hadley Peer Marshall of Brookfield Asset Management sits at the intersection of infrastructure and credit markets. Jason Tofsky of Goldman Sachs offers insight into capital formation and advisory strategy. Kathryn Kaminsky and Alex Baker of PwC bring the enterprise and risk framework shaping how companies operationalize AI. Marc Boroditsky of Nebius represents the revenue and commercial realities behind AI infrastructure. Jim Prusko of Magnetar adds the hedge fund and portfolio management view, while Michael Blaugrund of Intercontinental Exchange connects the conversation directly to market structure and exchange dynamics.

Step back and the summit reveals something bigger. AI is no longer simply a software story. It is a financing story, infrastructure, credit, public equities, enterprise balance sheets. The revolution is not just about models learning faster. It is about markets deciding how intelligence gets funded, owned, and deployed. In the long arc of the startup ecosystem, rooms like this quietly determine which technologies accelerate and which remain expensive experiments waiting for capital.