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

For more information about Stanford’s graduate programs, visit: https://online.stanford.edu/graduate-education This seminar covers infrastructure and building AI factories at gigawatt scale. Follow along with the course schedule: https://mse435.stanford.edu/ Guest Speaker: Chase Lochmiller, Crusoe Instructor: Apoorv Agrawal is a Stanford Adjunct Lecturer in Management Science and Engineering and a partner at Altimeter Capital. Playlist: https://youtube.com/playlist?list=PLoROMvodv4rOAe_DtQYOCKy6_x3irEYV1&si=hI20BgdZqMFtAKS-