GMSV | SF Climate Week 2026 | Built to last - Navigating AI, Energy Transition & US-Asia Supply Chain

About the Event

Hosted as part of SF Climate Week 2026.

The data center and energy infrastructure boom is reshaping global supply chains at a speed few anticipated. As AI drives unprecedented demand for compute, power, and physical infrastructure, the supply chains that support this buildout, spanning equipment manufacturing, semiconductor sourcing, energy development, and cross-border logistics, are under enormous pressure.

This panel brings together practitioners, investors, and operators who are navigating these dynamics first-hand. Expect a candid conversation about what’s breaking, what’s working, and where the biggest opportunities lie across AI infrastructure, energy transition, and the US-Asia supply chain corridor.

Panel Discussion and Sharing

We are honored to host a distinguished panel of practitioners tackling infrastructure and supply chain bottlenecks head-on. Our speakers represent the full spectrum of the ecosystem:

Moderator:Cece Zhao VP - Investments, Vectors Capital Expertise in early-stage climate tech and resilient hardware solutions

Featured Speakers

Alex Galbraith Sr. Manager, Procurement and Supply Chain, CrusoeBringing the frontline perspective on high-performance computing and sustainable data center infrastructureElias Habbar-Baylac Strategic Sustainability Investments Lead, Cisco Focusing on the intersection of circular economy, sustainable logistics, and corporate strategic sourcingIlya TabakhVP of Innovation, TensorWave Insights from the frontier of AI-optimized cloud infrastructure and GPU deploymentJonathan HealyVP - Energy/Mobility Investments, Cathy InnovationGlobal VC lens on energy transition, grid stability, and industrial cross-border investmentsKushal DagliGlobal Data Center Deployment Optimization Lead, MicrosoftLeading perspectives on hyperscale data center buildout, deployment efficiency, and global supply chain logisticsSean C.Y. Lin, Ph.D.Engineering Director, Bloom EnergyA hardware leader scaling low-carbon infrastructure, leveraging 15+ years engineering and mass production experience across fuel cell and semiconductor sectors.

Agenda (Tentative)

4:00 – 4:30 PM  -  Check-in & WelcomeArrive, pick up your badge, and mingle before the program begins.

4:30– 5:45 PM  -  Panel Discussion & SharingModerator-led conversation on AI infrastructure, energy transition, and US–Asia supply chain dynamics. Audience Q&A included. Bonus presentation in the end.

5:45 – 7:00 PM  -  Food, Drinks & NetworkingConnect with speakers, fellow attendees, and others working at the intersection of data centers, energy, and supply chain.

Why Attend?

This event is open to anyone interested in the intersection of data centers, energy, and supply chain. Whether you’re a seasoned operator or just beginning to engage with these topics, you’ll get the most out of the evening if you’re curious about:

How AI is reshaping demand for infrastructure -  and the supply chain implications that most coverage still underestimates.The energy bottleneck -  grid capacity, power procurement, and clean energy integration are slowing buildout in ways that aren’t going away soon.US–Asia trade dynamics -  how shifting tariffs, export controls, and geopolitical tensions are forcing companies to rethink where and how they source.Where capital is flowing -  which bets investors are making in data center infrastructure, energy, and the semiconductor supply chain.The collaboration opportunity -  the friction points and emerging models in US–Asia partnership, and what’s actually moving the needle.

No matter where you sit in the ecosystem - infrastructure, finance, policy, engineering, or adjacent fields - this is a chance to hear directly from people making real decisions and to build connections that go beyond a business card exchange. Attendees will span operators, investors, founders, and professionals tracking these industries closely.

About the Host

Good Morning Silicon Valley is a 501(c)(3) non-profit organization dedicated to fostering projects and initiatives of sustainability innovation. We support innovative ideas and provide a platform that connects entrepreneurs with international resources and opportunities. Through our events and discussions, we aim to facilitate strategic networking, cross-border partnerships to accelerate the global growth of sustainable innovations.

Whether it’s through knowledge-sharing, networking opportunities, and access to funding channels, we are committed to empowering change makers to achieve sustainable development goals through innovation.

About the PartnersB Current fosters social innovation by connecting impact entrepreneurs with socially conscious capital. Our worldwide network enables us to help social enterprises enhance investability, scalability and sustainability. Together, we are building an inclusive and impactful ecosystem that will feed a vibrant river of change.

Zenpack - A Packaging Company Built for People. We noticed a gap in custom packaging companies: Clients were forced to hire separate designers and packaging manufacturing companies to create their packaging. They were losing valuable time due to communication inefficiencies and nonviable design plans. Ultimately, their bottom line was suffering. So we established a comprehensive custom packaging company to manage everything from design and structural engineering to fulfillment. When you work with us, you’re getting our team of expert advisors on your project, but more than that, at our packaging solutions company, you’re getting peace of mind and confidence in your entire packaging strategy from start to finish.

Venue Sponsor Innovation Properties Group (IPG) is a trusted middle-market real estate firm headquartered in San Francisco, with roots dating back to 1965 and a footprint across the U.S. and Europe. IPG has negotiated millions of square feet across life sciences, traditional commercial assets, and leisure properties, serving clients from individual investors and high-growth entrepreneurs to global pharmaceutical leaders. Known for integrity, precision, and long-term partnerships, IPG delivers strategic real estate solutions that go beyond transactions to support lasting client success.“By registering for this event, you agree to share your registration information with the organizers of SF Climate Week.”

GMSV may update or adjust program features to ensure we are providing the best possible program.