Verdigris is a Mountain View-based AI and IoT company that turns raw electrical data into actionable intelligence for data centers, commercial buildings, and industrial facilities. By clamping high-frequency sensors onto electrical circuits and running proprietary AI algorithms on the resulting waveform data, Verdigris gives facility operators real-time visibility into energy consumption, power quality, and equipment health - detecting failures before they happen, recovering stranded capacity, and driving 20-50% reductions in energy spend. Founded in 2011, the company serves Fortune 500 customers including T-Mobile, Verizon, and NVIDIA across 17 countries.
Frank Ferrante is the CEO of ForwardEdge ASIC, a Lockheed Martin subsidiary dedicated to advancing U.S. domestic semiconductor chip design. A 30-year veteran of the semiconductor industry, Ferrante has held leadership roles at Intel (Senior Director of Military, Aerospace and Government), Wolfspeed (VP of Worldwide Automotive Sales and Marketing), and Altera. He is a vocal advocate for U.S. advanced manufacturing policy, having advised policymakers on the CHIPS Act, SHIP, and RAMP-C initiatives. Under his leadership, ForwardEdge ASIC achieved U.S. Government Trusted IC Vendor Status in February 2026 and selected the MIPS S8200 for mission-critical autonomous platform ASICs.
Steve Smith is the Chief Executive Officer of Zayo Group, one of the world's largest independent fiber network and infrastructure companies. A West Point engineering graduate and former eight-year U.S. Army officer, Smith built his reputation scaling Equinix from a $2 billion company to a $34 billion global data center giant over 11 years as CEO. Appointed to lead Zayo in October 2020 after the company went private under EQT and Digital Colony, he is now steering the company through a massive AI-driven infrastructure buildout - securing over $1 billion in AI-related deals in 2024 alone, with a pipeline exceeding $3 billion. Under his leadership, Zayo operates 240,000+ route miles globally and 34 million fiber miles, serving customers across healthcare, finance, media, and enterprise sectors.
Mark Chung is the co-founder and CEO of Verdigris Technologies, a Mountain View-based AI company that provides circuit-level electrical intelligence for mission-critical data centers and commercial buildings. A Stanford-trained electrical engineer who spent 15 years designing chips at AMD, PA Semi (Apple), and NetLogic (Broadcom), Chung founded Verdigris in 2011 after a $560 electricity bill sparked an obsession with making buildings as transparent as spreadsheets. Today, Verdigris monitors 2+ gigawatts of peak demand across 20 million square feet of facilities for clients like T-Mobile, Verizon, NVIDIA, and Google, using 8kHz waveform sensors that detect equipment failures up to 21 days before they cause outages.
David Cahn is a Partner at Sequoia Capital and one of the most closely-watched voices in AI infrastructure investing. A former General Partner and COO of Venture at Coatue Management, he backed foundational AI companies including HuggingFace, Runway, and Supabase before joining Sequoia in 2023. Known for his sharp, data-driven essays — most notably 'AI's $600B Question' — Cahn argues that the durability of the AI wave depends not on clever applications but on who controls the physical stack: servers, steel, and power. A University of Pennsylvania graduate, NYC native, and self-described iterative thinker, he is backing the next generation of AI-native companies from Sequoia's Menlo Park headquarters.
Dylan Patel is the founder and chief analyst of SemiAnalysis, a boutique AI infrastructure research and consulting firm he started as a solo blog on his 24th birthday. Growing up working night shifts at his immigrant parents' motel in rural Georgia, he taught himself semiconductor analysis while toggling between RuneScape and chip-geek forums. Today SemiAnalysis has 85+ employees, 260,000+ subscribers, and is on track to surpass $100 million in revenue in 2026 - making Patel one of the most influential voices in AI infrastructure, cited by Jensen Huang at GTC and referenced by Sam Altman.
Matthew Zeitlin is an economics and energy journalist currently reporting for Heatmap News, where he covers the intersection of policy, finance, and the energy transition. With bylines at BuzzFeed News, Grid, Slate, The Nation, n+1, Bloomberg Opinion, and The Atlantic, Zeitlin has built a career dissecting how money, power, and policy shape the energy grid. He writes a personal economics newsletter on Substack and is one of the sharper voices covering how the U.S. economy navigates decarbonization.