Evercore Launches First TMT Conference Amid AI-Driven Sector Shifts
Event summary
- Evercore will host its inaugural TMT Conference on June 2-3, 2026, in San Francisco.
- The event will focus on AI, digital infrastructure, software innovation, and capital markets dynamics in the TMT sector.
- Key speakers include Marc Harris (Global Director of Research), Tammy Kiely (Senior Managing Director), and Amit Daryanani (Senior Managing Director).
- The conference is invite-only, targeting institutional investors and senior executives.
The big picture
Evercore's inaugural TMT Conference underscores the firm's strategic pivot to capitalize on AI-driven disruptions in the technology, media, and telecommunications sectors. As AI reshapes hardware and connectivity stacks, the event aims to facilitate dialogue between operators and investors at a critical juncture. The conference reflects broader industry trends where AI is fueling unprecedented infrastructure expansion and impacting business models across the TMT landscape.
What we're watching
- AI Infrastructure
- How AI-driven infrastructure expansion will impact hardware and connectivity stacks.
- Capital Flows
- Whether significant investments in compute, networking, and data center infrastructure will translate into durable growth.
- Market Dynamics
- The pace at which evolving capital markets dynamics will shape the TMT ecosystem.
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