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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
Featured Speaker
S&P Global
Daniel Yergin
Daniel Yergin, Vice Chairman of S&P Global and a world-renowned expert on energy, geopolitics, and economics, will close out the conference with his insights on the global energy landscape, including geopolitical dynamics, the rising energy demands of data centers, infrastructure challenges, and the risks shaping this rapidly evolving industry.
Following his closing session, Dr. Yergin will be available at our networking reception for informal discussions and to answer additional questions. Complimentary signed copies of his latest book will be available. We invite you to join us for drinks, conversation, and a thoughtful end to a day filled with impactful content.
Speakers
Crusoe
John Adams
Senior Vice President, Power Infrastructure
Mr. John M. Adams is Senior Vice President of Power Infrastructure at Crusoe, where he leads the company’s strategy, development, and execution of scalable, sustainable, and resilient power infrastructure to support the continued growth of AI data centers. John has more than 30 years of experience leading some of the most dynamic businesses in the power generation sector. His prior roles include serving as President and CEO of TexGen Power, as well as Chief Operating Officer at Blackstone’s Kindle Energy. John also held leadership roles at Mitsubishi Power and Foster Wheeler, and has built extensive experience in operational, financial, and M&A aspects of the energy business over the course of his career. He holds a Bachelor's of Engineering from Michigan Technological University.
Blue Energy
CJ Fong
Vice President of Regulatory Affairs
S&P Global Market Intelligence
Eric Hanselman
Chief Analyst, Industry & Company Data, 451 Research
Eric Hanselman is the chief analyst at S&P Global Market Intelligence. He coordinates industry analysis across the broad portfolio of technology, media and telecommunications research disciplines, with an extensive, hands-on understanding of a range of subject areas, including information security, networks and semiconductors and their intersection in areas such as SDN/NFV, 5G and edge computing.
Eric helps S&P Global’s clients navigate these turbulent waters and capitalize on potential outcomes. He is a member of the Institute of Electrical and Electronics Engineers, a Certified Information Systems Security Professional and a VMware Certified Professional. He is also a frequent speaker at leading industry conferences and hosts the Next in Tech technology podcast.
Centrus Energy
Dan Leistikow
Vice President, Corporate Communications
The Brattle Group
Andrew Levitt
Senior Consultant
Andrew Levitt is a Senior Consultant at The Brattle Group specializing in wholesale electricity market design and policy. With 15 years of experience, he advises system operators, state agencies, investors, and market participants on market design reforms, resource valuation, transmission interconnection, and reliability on an evolving grid. Before joining Brattle, he was Senior Lead Market Designer at PJM Interconnection, leading capacity and ancillary services market reforms and integrating hybrids, storage, and distributed resources. His research has been published by the IEEE and Energy Policy, and he frequently speaks at industry conferences. He holds an MA in Policy from the University of Delaware (where he studied at the Center for Carbon-Free Power Integration) and a BSc in Physics from the University of Toronto.
S&P Global Energy
Benjamin Levitt
Research and Analysis Associate Director, Gas, Power, and Energy Futures
Benjamin Levitt, associate director for the Climate and Sustainability, with the Gas, Power, and Energy Futures team at S&P Global Energy, is focused on the analysis of regulatory and market developments in the North American electric utility sector.
He covers Canadian power markets, focusing on Alberta and Ontario, and follows regional policy, technology, and generation trends. He has published original research on heating electrification, demand response and distributed energy resources, and utility corporate strategy in North America. Prior to joining S&P Global, Benjamin was a corporate strategy associate at DTE Energy in Ann Arbor, Michigan, where he collaborated with colleagues across the utility to assess new technologies, redesign operational processes, and develop financial and strategic plans. Prior to that, he was a manager of economic analysis at Deloitte.
Benjamin holds a Bachelor of Arts in applied math and economics from Northwestern University, United States, and an MBA from the University of Michigan.
S&P Global Market Intelligence
Kelly Morgan
Research Director, Data Center Infrastructure, 451 Research
Kelly Morgan is a research director in the 451 Research technology research group at S&P Global Market Intelligence. She is responsible for the Datacenter Services & Infrastructure team as well as the M&A practice. Her research includes analysis of datacenter providers, market size, supply/demand, new technology and datacenter industry trends, as well as M&A activity.
Before joining S&P Global Market Intelligence in 2019 via acquisition, Kelly spent more than 18 years covering datacenters and telecommunications at both 451 Research and in private equity. She also worked for several years in Paris at the Organization for Economic Cooperation and Development, managing the organization’s budget process.
Kelly holds a BA degree with honors from Wesleyan University and an MA from Tufts, where she studied international business and economics.
Bank of America
Michael Mudd
Director, Global Sustainable Finance Group
Hitachi Vantara
Simon Ninan
Senior Vice President, Business Strategy
Simon Ninan is Senior Vice President of Business Strategy for Hitachi Vantara, a market leader in mission-critical storage and data infrastructure. In his role, Simon is responsible for developing and driving Hitachi Vantara’s business strategy for the short and long term, with the goal of maximizing customer and stakeholder value while promoting growth, innovation and market leadership – all leveraging the immense and growing power of data.
Simon is also a senior leader within the Corporate Strategy Office for Hitachi Ltd., the parent company of Hitachi Vantara. In this capacity, he leads synergy advisory for the North American region with a focus on capitalizing on regional trends and opportunities. He is a key advisor for Hitachi’s marquee ‘Data Center of the Future’ project.
Prior to Hitachi, Simon spent over a decade as a strategy consultant with Monitor Deloitte. As an advisor to senior client executives across startups and Fortune 500 companies, he led several large-scale business and technology transformation programs across the telecommunications and hi-tech world, spanning new business standups, new product and service launches, growth and scale programs, and business model transformations.
Simon is passionate about studying market trends and signals, driving responsible and sustainable strategies, unlocking creativity and innovation, and turning ideas into action.
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Head of Visible Alpha Research. She spent 20+ years as an equity analyst and portfolio manager. At TIAA/Nuveen, Melissa specialized in covering global technology and consumer stocks and the Pan-Asia region. She also managed one of Fidelity's equity research teams as a director of research. In addition to her equity investing career, Melissa worked directly with software engineering teams at Bloomberg, Microsoft, and MSCI building cloud-based solutions to centralize and aggregate critical investment data for investors. Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder.
Amazon Web Services
Brandon Oyer
Head of Americas Power and Water
S&P Global Ratings
Jesús Palacios
Director, Sustainable Finance Market Analytics
Jesús Palacios has been a Director and Lead Analyst on S&P Global Ratings’ Sustainable Finance practice since April 2020. Based in Washington, D.C., he focuses on following market trends in the sustainable financing space to address market demand for independent opinions and evaluations related to green, social, and sustainable bond transactions as well as entity-level assessments on climate transition progress. Since joining Sustainable Finance, he has also led regional teams and operations in EMEA (Paris) and Latin America (Mexico City), supporting the organization’s global footprint expansion. Before joining Sustainable Finance, Jesús was a Director in S&P’s Financial Institutions ratings group in Latin America, covering banks and insurance companies’ ratings for five years. Jesús has over 20 years of financial industry experience. He constantly strives to combine his experience in finance with his interest to promote sustainable economic development and societal advancement. Jesús joined S&P Global Ratings in 2015. He majored in Economics from Universidad Panamericana in Mexico City and has a graduate degree in Risk Management from the same university. In 2010, Jesús earned his MBA from the Haas School of Business at UC Berkeley, and he is currently pursuing a master’s degree in international public policy at Johns Hopkins University’s School of Advanced International Studies (SAIS).
S&P Global Market Intelligence
Brian Partridge
Head of Research, 451 Research
Brian Partridge is head of research for both the 451 Research technology research and Kagan media research groups within S&P Global Market Intelligence.
Brian has responsibility for leading the analyst team, research process and syndicated research products. This includes driving the overall research agenda and ensuring that S&P Global Market Intelligence delivers the data and insights to help clients make better decisions regarding emerging technologies and innovation.
Before arriving at S&P Global Market Intelligence via acquisition, Brian was VP of research at 451 Research and head of research at Yankee Group. At 451 Research, he founded the IoT research practice. Prior to his research career, which began in 2005, Brian served in marketing leadership roles at leading networking vendors, including 3Com and Cabletron Systems.
As a researcher, Brian actively contributes to the IoT, 5G, enterprise wireless and edge computing research agendas and has subject matter expertise in telecom systems and strategy, enterprise mobility and enterprise networking domains.
Brian holds a BS degree in business administration from the University of New Hampshire and an MBA degree from Plymouth State University.
S&P Global Energy
Steve Piper
Director of Energy Research
Steve Piper is Director of Energy Research with S&P Global Market Intelligence. He has been with the company since 2009. Steve specializes in market price forecasting, economic feasibility assessment, demand forecasting and environmental analysis. Steve manages strategic research and forecasting for SNL Energy’s clients in the utilities, natural gas and coal industries.
Prior to his role at S&P Market Intelligence, Steve held positions at Platts, RDI and RCG/HaglerBailly.
Steve earned a Bachelor of Arts from Grinnell College and an Master in Project Management from the School of Public Affairs at University of Maryland-College Park.
Loudoun County
Buddy Rizer
Executive Director, Department of Economic Development
BUDDY RIZER, EXECUTIVE DIRECTOR, LOUDOUN COUNTY DEPARTMENT OF ECONOMIC DEVELOPMENT
Buddy Rizer serves as the Executive Director for economic development in Loudoun County, Virginia, which was named the 2021 Economic Development Organization of the Year by the International Economic Development Council. He leads the agency responsible for encouraging growth and developing relationships with Loudoun’s business community in both the commercial and agricultural-based business sectors. During his tenure, Rizer and his team have attracted more than $65 billion in new commercial investment and more than 60 thousand new jobs. During this time, the growth in the commercial based has helped lower the tax rate in Loudoun by more than 48 cents on the dollar, saving residents thousands of dollars annually on their tax bill.
In 2007, Mr. Rizer joined Loudoun County and helped build “Data Center Alley” into the largest concentration of data centers in the world. He also has extensive international business development experience across more than 15 countries across Europe, Asia, Africa, South America and the Middle East.
Mr. Rizer has been named a Tech Titan eight times by Washingtonian Magazine (2017 – 2024), one of the 50 most influential Virginians six times by Virginia Business Magazine (2018 – 2023), a five-time member of Virginia’s Power 500 (2020 – 2024), and three times named to the Washington Business Journal’s Power 100 as one of the most influential businesspeople in Washington, DC (2020, 2022, 2023). In 2024, he was named as one of the 50 most influential people in Northern Virginia by Northern Virginia Magazine.
Mr. Rizer is a founding member and past chair of the Northern Virginia Economic Development Alliance (NOVA EDA), is a member of the Board of Trustees for Northern Virginia Community College (NOVA), past chair of the Northern Virginia Community College Foundation Board, and Secretary of the Go Virginia Region 7 Council. Mr. Rizer serves on the Virginia Advisory Committee of the U.S. Global Leadership Coalition and is on the Board of Directors for the Northern Virginia Technology Council, the Dulles Free Trade Zone (FTZ #137), and the Washington Airports Task Force (WATF). He is also the Chair of the Rivana at Innovation Station Community Development Authority.
Mr. Rizer is a Certified Economic Developer (CEcD), a certified Entrepreneurship Development Professional (EDP), has a master’s in business and economics from Longwood University and is a graduate of Virginia Tech's Local Government Management Graduate Program.
Deutsche Bank
Fredric Rosenberg
Managing Director and Head of US Private Credit & Infrastructure
Fredric Rosenberg is a Managing Director at Deutsche Bank where he is Head of US Private Credit & Infrastructure (PCI) at Deutsche Bank. PCI provides on balance sheet lending solutions for corporates, institutions and projects across 4 verticals: Infrastructure and Energy, Digital Infrastructure, Middle Market Corporates and Fund Finance. In the Digital Infra vertical Data Centers, Fiber Networks and Cell Towers are the core expertise with several billion Dollars of commitments made each year for acquisitions, new builds, growth capex and recapitalizations. We focus across the debt stack at senior, uni-tranche and junior capital solutions.
Prior to joining DB, Fredric was a Managing Director at Bank of America Merrill Lynch. Fredric has more than 20 years of experience in fixed income and lending including time spent
CoreWeave
Corey Sanders
Senior Vice President of Strategy
Raiford Smith
Global Head, Energy and Utilities for Cloud
Raiford Smith is the global market lead for Power and Energy for Google Cloud. In this role, he leads Google’s engagements with utilities (electric, gas, water), oil and gas companies, and related firms. Raiford’s prior roles at Google include leading Google’s global energy, water and wastewater, economic and community development, and supply planning teams, managing over $1.2Bn OpEx and $15Bn CapEx budgets to help Google transition from 100% renewable energy to 24x7 carbon free energy. He also led product and UX teams at Tapestry, a Google X moonshot for the electric grid. Raiford began his career as a unionized call center clerk at Savannah Electric and Power Company and has spent over three decades in the electric, natural gas, and high-tech industries. Prior to Google, he was the Chief Utility Innovation Officer at AES, overseeing Transmission, Distribution and Analytics for their utilities. He has also held a wide variety of roles at other energy companies, including CPS Energy, Duke Energy, Entergy, and the Southern Company. He has led initiatives that contributed hundreds of millions of dollars of recurring EBITDA, grew customer engagement, and improved service reliability through new customer products and services, analytics, smart grid, and distributed energy resources. His career has spanned a very diverse set of roles in legal, mergers and acquisitions, energy trading, transmission & distribution, product management, regulatory, information technology, and customer support.
Raiford graduated from the University of Georgia with a bachelor’s degree in computer science, earned an MBA from the Darden Graduate School of Business Administration at the University of Virginia, earned a JD from the Charlotte School of Law, and received a business analytics certificate from Harvard University’s Business Analytics Program. Raiford is a licensed attorney (North Carolina), holds multiple patents for distributed computing at the grid edge, and has published numerous papers on the future of the electric industry, energy regulatory economics, and energy-related technology.
S&P Global Market Intelligence
Dan Thompson
Principal Research Analyst, Datacenter Services & Infrastructure (451 Research)
Dan Thompson is a principal research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He leads the Datacenter Services and Infrastructure team, which is charged with keeping tabs on the datacenter industry globally to better understand its trends and growth areas. His research includes analyses of datacenter providers, market size and supply/demand in key and emerging markets around the world. Dan also provides coverage of datacenter providers offering services beyond colocation, such as managed and cloud-type services.
Dan also provides research on the sustainability of the datacenter industry. Beyond just renewable energy purchasing and carbon offsetting, he has been investigating full life cycle emissions, including supply chain emissions, as well as efficiency gains and water usage.
Before joining S&P Global Market Intelligence, Dan spent 15 years as a practitioner in the IT industry, the last 10 years at a top managed/cloud service provider. Dan has worn many hats in the IT world, from systems administration to management, and was most recently an enterprise architect. In that role, he not only assisted in the launch of the company's security practice, but also created security-specific products and designed security into every solution launched to the customer base.
In addition to a good many IT industry certifications, Dan currently holds degrees in network security and forensics and information technology.
NTT Global Data Centers
Ryan Wangner
Vice President, Global Product Development & Innovation
S&P Global Market Intelligence
Stefanie Williams
Senior Research Analyst
Stefanie Williams joined 451 Research, a part of S&P Global Market Intelligence, in April 2011. She is a Senior Research Analyst on the Datacenter Services & Infrastructure team, covering North America and Australia. Her key research areas include state and local level incentives and compliance, including FedRAMP, HIPAA, ISO, PCI-DSS, SSAE 16, SOC 2 & 3, and Uptime Institute M&O and Tier Certifications.
Prior to joining 451 Research, Stefanie owned and operated an editing and document development business focused on technology and the sciences. She has a diverse background in customer service and business management.
She has been quoted in the Tampa Bay Times and the Plano Community News, and has served as a panelist for CapRate. She is also widely cited in industry and trade publications.
Stefanie holds a BA in English-technical writing from the University of North Texas.
S&P Global Energy
Adam Wilson
Senior Analyst, Equity Research/ Fixed Income
Adam Wilson is an analyst with the Regulatory Research team at S&P Global Market Intelligence specializing in U.S. renewable energy policy and analysis. He has worked in renewable energy for over ten years, specializing in wind, solar, and energy storage research. Before joining S&P Global, Adam worked at Navigant and the National Renewable Energy Laboratory conducting research and analysis on wind energy and distributed generation. Adam holds a BS in Meteorology from the University of Nebraska-Lincoln and an MS in Mechanical Engineering from the University of Colorado-Denver.
S&P Global
Daniel Yergin, Ph.D.
Vice Chairman
Daniel Yergin is Vice Chairman of S&P Global. He is a highly respected authority on energy, international politics, and economics, and a Pulitzer Prize winner. He chairs S&P’s CERAWeek conference, which CNBC has called “the Super Bowl of world energy”.
Time Magazine said, “If there is one man whose opinion matters more than any other on global energy markets, it’s Daniel Yergin.” The New York Times called him “America’s most influential energy pundit” And The Wall Street Journal described him as “the energy sage”.
He plays a leadership role in the Commodity Insight research at S&P Global and recently led studies on LNG as a major new U.S. export industry and on “Copper in the Age of AI”.
Dr. Yergin’s most recent book The New Map: Energy, Climate and the Clash of Nations is described by NPR as “a master class on how the world works,” and in The Washington Post as “a tour de force of geopolitical understanding.,” It has been translated into 14 languages.
A Pulitzer Prize winner, Dr. Yergin is the author of the bestseller The Quest: Energy, Security, and the Remaking of the Modern World. The Quest, which The New York Times said it is “necessary reading for C.E.O.’s, conservationists, lawmakers, generals, spies, tech geeks (and) thriller writers.” Bill Gates summed up his review of The Quest by saying, “This is a fantastic book.”
Dr. Yergin is known around the world for his book The Prize: The Epic Quest for Oil Money and Power, which was awarded the Pulitzer Prize. It became a number one New York Times best seller and has been translated into 20 languages.
Of Dr. Yergin’s book Commanding Heights: The Battle for the World Economy, which has been translated into 13 languages, The Wall Street Journal said, “No one could ask for a better account of the world’s political and economic destiny since World War II.” Both The Prize and Commanding Heights were made into award- winning television documentaries for PBS and BBC, which Dr. Yergin co-produced, co-wrote, and narrated.
Dr. Yergin is a senior trustee of the Brookings Institution and a member of the Energy Advisory Council of the Dallas Federal Reserve. Dr. Yergin served on the U.S. Secretary of Energy Advisory Board under four U.S. presidents.
Among his honors, both the Prime Minister of India and the United States Association have presented Dr. Yergin with a “Lifetime Achievement” awards and the U.S. Department of Energy awarded him the first “James Schlesinger Medal for Energy Security.” The University of Pennsylvania presented him with the first Carnot Prize for “distinguished contributions to energy policy.” Dr. Yergin was awarded the Gold Medal of the President of the Republic of Italy for combining “an understanding of the dynamics of the market with a broad view of the forces of geopolitics as he seeks to point the way to the positive outcomes for the world community.
Dr. Yergin is a member of the advisory boards for the Columbia University Center on Global Energy policy and the MIT Energy Initiative.
Dr. Yergin holds a BA from Yale University and an M.A. and Ph.D. from Cambridge University, where he was a Marshall Scholar
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