Connect | New York // DCD Talks beyond the GPU: Solving the physical Infrastructure gap with AI with Heather Carroll | Path Robotics

AI data center demand is booming. However, while GPU clusters can now be sourced in months, the lead time for the physical infrastructure required to both power and house them is growing exponentially and becoming the industry’s biggest bottleneck.

Much of the equipment and components require skilled labor to produce, particularly welders, but according to the American Welding Society, the U.S. is projected to face a shortfall of 330,000-400,000 welders by 2028.

With timelines slipping and construction costs rising, how do we scale physical construction to meet the demand?

In this session, Path Robotics CRO Heather Caroll will share insights from current customers deploying Physical AI for manufacturing, specifically welding, and how it is offsetting labor shortages while increasing throughput of critical data center and grid components, enabling industry leaders to build at the speed the AI economy demands.