
Registration is closed. For inquiries regarding attendance, please reach out to cmckinney57@bloomberg.net.
On May 27th, 2026, the first ever Bloomberg Industrials forum will convene leaders across industries, geopolitics, AI and power to explore the forces driving the next phase of AI scale, from geopolitical and infrastructure constraints to the competitive dynamics shaping industrial opportunity.
Under Chatham House Rule, a series of presentations and panel discussions will explore:
- What it will take to deliver scale of 100+ gigawatts
- The market constraints that will define winners and losers
- Power limitations to data center system design
- The technological opportunities for industrials in 2026 and beyond
Plus, Bloomberg’s Chief Geoeconomics Analyst Jennifer Welch will deliver an exclusive briefing on 2026’s geopolitical flashpoints, future hotspots, and implications for AI infrastructure and power.
Attendees will have the opportunity to participate in Q&A with the analysts, and join for a cocktail reception with peers following the event.
Spots are limited, please register while space remains.
Agenda
- 1:30 – 2:00 PM
Registration
- 2:00 – 2:05 PM
Welcome Remarks
- 2:05 – 2:30 PM
Keynote: Geopolitical Flashpoints, Future Hotspots, and Implications for the AI Buildout
Speaker: Jennie Welch, Bloomberg Economics
- 2:30 – 3:15 PM
AI Buildout Bottlenecks: A Win for Industrials?
As hyperscalers race toward 100+ GW of AI data center capacity, the real constraints are no longer chips they’re power, cooling, efficiency, and execution. This panel explores how these bottlenecks are reshaping the buildout timeline and why they position industrial companies as critical enablers and potential beneficiaries of the AI investment cycle.Speakers: Steven Carlini, Schneider Electric; Jason Hoffman, Switch
Moderator: Omid Vaziri, Bloomberg Intelligence- 3:15 – 3:30 PM
Break
- 3:30 – 4:15 PM
Industrials’ Technology Moat in AI Factories
Industrial software is evolving to orchestrate the increasingly complex design, buildout and operation of data centers. As power densities rise, optimizing efficiency, reliability and performance requires deep domain expertise, positioning industrial players at the center of this next phase of AI infrastructure development.Speakers: Srini Siripurapu, Prysmian; Suresh Venkatarayalu, Honeywell
Moderator: Mustafa Okur, Bloomberg Intelligence- 4:15 – 5:00 PM
Infrastructure Needed to Power AI Boom
Over 100+ GW of additional generation capacity may be needed by 2030 to support growth in AI computing, including renewables, fossil and nuclear power. Distributed off-grid power solutions may be among the earliest beneficiaries of the demand boom, as they can be deployed more quickly than baseload power plants requiring grid interconnects that may take years to obtain.Speakers: Sam Sledge, ProPetro; Anjali Voria, Liberty Energy
Moderator: Scott Levine, Bloomberg Intelligence- 5:00 – 6:00 PM
Networking Reception
Speakers
Steven Carlini
Steven Carlini brings extensive global leadership experience to his role as the Chief Advocate of Data Centers and AI at Schneider Electric. He guides a team focused on spearheading market shaping thought leadership in Schneider’s data center, digital energy, and residential businesses. In 2023, Steven was named to Capacity Media’s Capacity POWER 100, a list of the “trailblazers, innovators and leaders driving the global digital infrastructure space.” In 2022, he joined the Forbes Technology Council. In 2020, he was named to Data Economy’s Future 100, the top 100 people to watch in the next decade.
He is also a member of the World Economic Forum’s 5G-Next Generation Networks Programme. Steven’s results-oriented approach transforms ideas into products, solutions and systems. His areas of focus include innovation, AI, hydrogen, sustainability, 5G and 6G, cloud and edge computing, DCIM, BMS, and EPMS.
Jason Hoffman
Jason Hoffman is a thought and execution leader in the industrialization trend for datacenters where he pioneered hardware and software designs that could drive wholesale supply chain efficiencies while making these systems highly accessible and usable to developers. There are variations of this called “cloud computing”, “edge computing”, “industrial internet” et al.
Jason is currently the Chief Strategy Officer at Switch.com, and is also responsible for their federal business towards the DOE, DOD and IC. He is also a Managing Partner at S8 Advisory Partners, a board, shareholder and corporate development advisory firm that he founded along with his family asset management company, S8 FAM.
Jason was with the Counterpoint Global Team at Morgan Stanley (an Active Fundamental Equity Investor), the founding CEO of MobiledgeX, Inc., an edge computing company acquired by Google in 2022; a CTO and Product Area head at Ericsson AB in Sweden where he led the industry’s virtualization of mobile networks, and the founder and CTO at Joyent, a cloud computing company acquired and still operated by Samsung. He was also the founding Chair of the Board at NPM, Inc. (acquired by GitHub) and Incredible Labs (acquired by Yahoo) and an outside Board Member and Advisor to many companies.
Srini Siripurapu
Srinivas ‘Srini’ Siripurapu received his Doctor of Philosophy in Chemical Engineering from North Carolina State University USA. His graduate research focused on polymer blends and alloys, structure property relationships of polymers, polymer rheology, nanomaterials and supercritical fluids.
Srini joined General Electric Company after graduating from NC State and held multiple roles of increasing responsibility in product development and technology innovation. He served as their Global Product Technology Manager for the Specialty Polycarbonates Business. While at GE, he completed his Design for Lean Six Sigma Black Belt Certification. He moved to General Cable Corporation and went on to serve as Vice President of Global Technology with responsibility for the Research & Development and Engineering functions of the company.
Srini currently serves as Chief R&D, Sustainability and Innovation Officer of Prysmian, the world leader in the energy and telecom cable systems industry. In his current role he is responsible for the company’s world wide R&D strategy, R&D talent development and Innovation pipeline.
Srini has a proven track record of building high performance teams and successful customer driven innovations in Energy, Electrical Infrastructure, Communications, Automotive, Aerospace, Healthcare and Consumer Electronics market segments.
Srini is active in industry organizations in North America as well as Europe and he mentors young scientists and engineers through these professional organizations.
Srini is passionate about innovation and is an inventor on over 50 patent applications.
Sam Sledge
Sam Sledge joined ProPetro in 2011. He has served in various capacities throughout his tenure including working as a Frac Technical Specialist and Technical Operations Manager where his duties included quality control, planning and logistics, and the development of the engineering program. Mr. Sledge’s most recent leadership roles at ProPetro include Vice President of Finance, Corporate Development, and Investor Relations, as well as Chief Strategy and Administrative Officer, and ultimately President where he was responsible for the Financial, Legal, Human Resources, and Supply Chain functions of ProPetro. He currently serves on the Boards of the Permian Strategic Partnership and the Energy Workforce Technology Council. Mr. Sledge received a Bachelor of Business Administration and a Master of Business Administration from Baylor University.
Suresh Venkatarayalu
Suresh Venkatarayalu is Senior Vice President, Chief Technology Officer (CTO), and President of Honeywell Connected Enterprise, focused on helping customers transform and automate their operations at scale. Suresh also drives Honeywell’s core innovation engines, leading the company’s global technology strategy, connected solutions, and software business. As CTO, Suresh sets Honeywell’s enterprise-wide research and development agenda, advancing breakthrough technologies, shaping the company’s AI and autonomy strategy, and defining the roadmap for its automation portfolio and path to industrial autonomy. As President of Honeywell Connected Enterprise, he oversees the full software lifecycle, including product management and engineering, the company’s labs and operations, and Honeywell Forge, which serves as a key enabler of the company’s vision to accelerate the shift from insights to software-driven results, delivering domain-specific outcomes, and enabling increasingly autonomous operations and new business models. Additionally, Suresh leads Honeywell’s Software Transformation Initiative, and spearheads Honeywell’s ecosystem partnerships across AI platforms, cloud hyperscalers, edge computing, and industrial technologies; co-creating solutions that bring advanced automation and autonomy into real-world industrial environments. Suresh joined Honeywell in 1995 after beginning his career at India’s Department of Defense Research and Development, and holds an Executive MBA from the Indian Institute of Management and a Bachelor of Engineering in Computer Science from Bharathidasan University, India.
Anjali Voria
Anjali Voria is the Vice President of Investor Relations at Liberty Energy (NYSE: LBRT), where she acts as the primary liaison to the global investment community and serves as a key partner to the executive team in shaping corporate strategy. In this capacity, she helps guide the strategic direction of Liberty’s vertically integrated energy service and power infrastructure platforms, while spearheading financial messaging around the company’s technological milestones, power infrastructure initiatives, and long-term shareholder value creation.
Ms. Voria has been a core member of Liberty’s financial leadership team since 2019, previously serving as the company’s Strategic Finance & Investor Relations Lead. She brings over two decades of financial sector expertise spanning corporate finance, IR, and equity research, where her analyst career included a heavy focus on covering industrial distribution companies. Ms. Voria holds a Chartered Financial Analyst (CFA) designation. She earned an MS in Finance and an MBA from the University of Denver, and a BA in Molecular, Cellular, and Developmental Biology from the University of Colorado Boulder.
Scott Levine
Scott Levine is the Senior Energy and Industrial Services analyst for Bloomberg Intelligence, with emphasis on energy, environmental and infrastructure services. Before joining Bloomberg in 2016, he spent over 15 years on the sell-side as a research analyst for JPMorgan, Imperial Capital and UBS Investment Bank. He has a BS in Finance from Lehigh University and an MBA from the NYU Stern School of Business.
Mustafa Okur
Mustafa is a Senior Analyst for Bloomberg Intelligence specializing in US industrial conglomerates and electrical equipment makers. Prior to that role, he has covered European industrials for BI. He also has experience in Bloomberg’s data team as well as in corporate finance and international tax accounting at PWC and KPMG.
Mustafa has earned a bachelor’s degree in Accounting and Finance from the London School of Economics. He is also a Chartered Financial Analyst (CFA).
Omid Vaziri
Jennie Welch
Jennifer Welch is the Chief Geoeconomics Analyst for Bloomberg Economics, and leads the geoeconomics research team. She previously served as the director for China and Taiwan on the US National Security Council under the Biden and first Trump Administrations, and as the advisor to Vice Presidents Harris and Pence on Asia and the Pacific. She is based in Washington, D.C.
Details
Wednesday, May 27, 2026
2:00 PM – 6:00 PM
Bloomberg
120 Park Avenue
New York, NY 10017
Floor 22