• Energy SIG: AI’s Economic Impact Starts With Infrastructure: Data Centers, Power Investment, and the Macroeconomic Outlook 

    Maggiano’s Little Italy 6001 W Park Blvd., Dallas, TX, United States

    While artificial intelligence is often discussed in terms of productivity and jobs, recent macroeconomic research shows that its near-term economic impact is being driven primarily by capital investment—particularly data centers, power infrastructure, and energy-intensive equipment. Drawing on Moody’s AI macroeconomic scenarios, this session examines how AI is reshaping growth through physical investment, how rising infrastructure […]

  • Energy SIG | Powering AI: Energy Demand, Infrastructure Strain, and Supply Chain

    Maggiano’s Little Italy 6001 W Park Blvd., Dallas, TX, United States

    Powering AI: Energy Demand, Infrastructure Strain, and Supply Chain  This session explores how AI-driven energy consumption is impacting the energy landscape, with a focus on data center load, resource constraints, and supply stack challenges. Attendees will gain insight into how companies are addressing these issues through innovation, strategic sourcing, infrastructure planning, and collaboration across the […]