Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Building AI Factories

Short summary

Stanford's MS&E435 seminar explores the economics and infrastructure of building AI systems at gigawatt scale, featuring guest speaker Chase Lochmiller from Crusoe Energy. The course covers technical and business fundamentals of AI factory construction under instructor Apoorv Agrawal, a partner at Altimeter Capital. Essential for founders and strategists understanding the infrastructure layer underpinning the AI supercycle.

• •Advanced seminar on AI infrastructure economics and design at scale
• •Guest speaker from Crusoe Energy on AI-optimized infrastructure
• •Best suited for founders, operators, and analysts in AI-native companies

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