How can we unlock new sources of growth?

Building AI for the Long Term

January 21, 2026
13:30–14:15 (Europe/Amsterdam time zone)

About this session

AI is driving a multitrillion-dollar infrastructure buildout, with a race to expand chip production, build data centres and increase energy capacity. As the boom demands more capital, technological considerations are giving way to economic ones. How do we ensure that this extraordinary capital allocation leads to durability, inclusion and long-term value?

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Speakers

SF
Sarah Friar
Chief Financial Officer
OpenAI
RG
Rob Goldstein
Chief Operating Officer
BlackRock
MI
Michael Intrator
Chief Executive Officer
CoreWeave
JL
Jessica Lessin
Editor-in-Chief and Founder
The Information
PX
Peng Xiao
Group Chief Executive Officer
G42 International

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