For our second @EIF_Global Speaker Series, we asked @canaanio CEO NG Zhang what he finds most interesting about the #AI infrastructure boom. His answer: the current period “feels like the early years of #bitcoin mining,” but with a much larger social and economic impact. Zhang discusses: • Why AI’s next phase may be about hardware efficiency, energy and systems engineering • How the market may shift from announced megawatts to productive megawatts • Why inference could drive the real AI buildout • How bitcoin mining and AI compute may converge around power and infrastructure Hear more from Zhang at the Energy Investor Forum. https://theenergymag.com/news/2026-06-19/eif-speaker-ai-buildout-ng-zhang/(TheEnergyMag)