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DTSTART;TZID=America/Chicago:20260407T163000
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SUMMARY:Energy SIG: AI’s Economic Impact Starts With Infrastructure: Data Centers\, Power Investment\, and the Macroeconomic Outlook 
DESCRIPTION: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 and energy costs can influence inflation and regional competitiveness\, and why energy availability is becoming a critical factor in where AI-driven economic growth ultimately occurs \nSohini Chowdhurry | FRM / Senior Director\, Moody’s Analytics \n  \nLearning Objectives: \nBy the end of this session\, participants will be able to: \n\nExplain how AI’s recent contribution to economic growth is being driven primarily by demand-side channels\, especially business investment and wealth effects\, rather than broad productivity gains to date.\nDescribe the paper’s decomposition of AI-driven growth that includes investment tied to data centers and “electric power construction\,” and why this matters for the near-term macro outlook.\nIdentify why measured GDP can understate AI’s true investment footprint due to accounting/measurement challenges around vertically integrated infrastructure and own-account investment.\nCompare the paper’s scenario framework (baseline and alternatives) and articulate how different AI adoption paths change outcomes for GDP\, inflation\, jobs\, and financial markets.\nAssess how AI-related investment can pressure economy-wide input costs-including energy and construction-related costs-creating potential headwinds for non-AI sectors in downside scenarios.\nTranslate these scenario-based macro outcomes into implications for business planning (capital allocation\, cost of capital\, and risk management) for firms exposed to large-scale infrastructure buildouts.\n\n  \nSCHEDULE \n4:30 – 5:00 p.m. Check-in & Networking \n5:00 – 5:30 p.m. Hors d’oeuvres and Cocktails \n5:30 – 6:30 p.m. Program | 1 CPE in Information Technology \n  \nSTRATEGIC INVESTORS \nUSI \nWhitley Penn \nMoody’s \n  \nREGISTRATION \nRegistration deadline | Friday 4/3/26 \nOpen to FEI Dallas members and non-members with financial or executive roles in the energy sector.
URL:https://feidallas.org/event/10947/
LOCATION:Maggiano’s Little Italy\, 6001 W Park Blvd.\, Dallas\, TX\, 75093\, United States
CATEGORIES:Energy SIG
ATTACH;FMTTYPE=image/jpeg:https://feidallas.org/wp-content/uploads/2026/01/SIG-energy.jpg
ORGANIZER;CN="Nancy Ehlers":MAILTO:nancy.ehlers@feidallas.org
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DTSTART;TZID=America/Chicago:20260120T080000
DTEND;TZID=America/Chicago:20260120T170000
DTSTAMP:20260604T130915
CREATED:20260121T034402Z
LAST-MODIFIED:20260121T034402Z
UID:10000006-1768896000-1768928400@feidallas.org
SUMMARY:Energy SIG | Powering AI: Energy Demand\, Infrastructure Strain\, and Supply Chain
DESCRIPTION:Powering AI: Energy Demand\, Infrastructure Strain\, and Supply Chain \nThis 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 energy ecosystem. The discussion will be led by an industry expert directly involved in managing and solving AI-related energy and data center challenges. \nKristin Boyd | Chief Financial Officer\, Cholla Inc. \nEddie Satterly | CEO and Co-Founder\, FlexDomes \n  \nLearning Objectives: \nBy the end of this session\, participants will be able to: \n\nUnderstand how AI adoption is driving increased energy demand\, particularly within data centers.\nIdentify key resource constraints and supply stack challenges created by AI-related energy consumption.\nEvaluate how organizations are responding to AI-driven energy and infrastructure pressures.\n\n  \nSCHEDULE \n4:30 – 5:00 p.m. Check-in & Networking \n5:00 – 5:30 p.m. Hors d’oeuvres and Cocktails \n5:30 – 6:30 p.m. Program | 1 CPE \n  \nLOCATION \nMaggiano’s Little Italy \n6001 W Park Blvd. \nPlano\, TX 75093 \n  \nSTRATEGIC INVESTORS \nUSI \nWhitley Penn \nMoody’s \n  \nREGISTRATION \nRegistration deadline | Tuesday 2/10/26 \nOpen to FEI Dallas members\, and non-members with financial or executive roles in the energy sector. \n  \nFEI Members – Register on this page. \n  \nNon-FEI Members (including Strategic Investors) – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline. \nName \nCompany name \nJob title \nAddress\, City\, State\, ZIP \nEmail \nPhone \nMobile phone (if different) \nLinkedIn address \n  \nCPE CREDIT \nThis event offers 1.0 CPE credit via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting. \n  \nFinancial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n  \nFor FEI CPE credits\, one credit hour equals 50 minutes according to NASBA guidelines.  Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. \n  \nCONTACT \nNancy Ehlers \nFEI Dallas CPE Manager & Event Support \nnancy.ehlers@feidallas.org
URL:https://feidallas.org/event/energy-sig-powering-ai-energy-demand-infrastructure-strain-and-supply-chain/
LOCATION:Maggiano’s Little Italy\, 6001 W Park Blvd.\, Dallas\, TX\, 75093\, United States
ATTACH;FMTTYPE=image/jpeg:https://feidallas.org/wp-content/uploads/2026/01/SIG-energy.jpg
ORGANIZER;CN="Nancy Ehlers":MAILTO:nancy.ehlers@feidallas.org
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