Ambitions for AI over the next five years are enormous, and the path there depends on a stack of things that have to come together: compute, energy, physical infrastructure, capital, standards, and talent. This roundtable opens up the question of what genuinely has to change for the next wave of AI to arrive on schedule. Rebecca will share a view from the hardware layer, where scaling meets real physical limits, then open the floor for participants to weigh in on the constraints they see from their own vantage points, whether that is model development, supply chain, deployment, financing, or operations. Expect a candid exchange about which bottlenecks are solvable today and which ones the industry is still underestimating.** Please note: Space is limited to 19 seats and is available on a first-come, first-served basis. We recommend arriving early to secure your spot. **