Summary
With energy demand from datacenters in the US continuing to climb, investors and capital markets stakeholders are watching closely. The challenge: utilities may struggle to meet rising power needs, especially as datacenter operators push to decarbonize. Infrastructure expansion takes years, while intermittent renewables present reliability concerns. How will datacenters sustain growth while balancing energy security and sustainability?
Join top datacenter and energy analysts from 451 Research and S&P Global, along with expert guests, as we explore:
- Investment risks & opportunities in datacenter energy infrastructure
- The role of private equity & M&A in datacenter and energy financing
- AI-driven demand shifts and their impact on power markets
- Policy & regulatory changes shaping energy and datacenter investments
Gain exclusive insights, network with key industry leaders, and position yourself at the forefront of this evolving market.
We hope to see you on Sept 18, 2025!
Why Attend?
Relevant & timely insights
Sessions & content will be focused on datacenter growth projection, Generative AI, energy demand, site planning, technology and innovations, and sustainability measures that will shape the future of datacenter expansion.
Uncover opportunities & risks
The research & conversations at the Summit will provide a holistic view of how Generative AI will accelerate datacenter growth and review energy demand across datacenter markets so attendees can develop business cases and create strategic plans.
Access to tech investors, datacenter vendors, power companies, utilities, and energy management providers
Network with prominent business leaders and investors in the datacenter and energy industry.
Meet S&P Global market Intelligence analysts
Listen to & meet with leading analysts to share ideas and perspectives
In person
Meet new prospects, reconnect with peers, and enhance your networking opportunities.
Catch our datacenter and energy-focused solutions in action.
Gain insights into our suite of solutions that help address datacenter and energy analysis.
Agenda
*Agenda is subject to change.
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Thursday, September 18, 2025
Speakers
S&P Global Market Intelligence
Kelly Morgan
Research Director, Datacenter Infrastructure
S&P Global Market Intelligence
Dan Thompson
Principal Research Analyst, Datacenter Services & Infrastructure, 451 Research
Pricing
Registration Fees:
Current clients include any firm that currently subscribes to products/services offered by S&P Global Market Intelligence, excluding other conferences and training classes.
