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Summary
Join us for a focused follow-up session to our recent webinar on AI infrastructure and energy resilience, where we’ll address the most pressing unanswered questions from our audience. As AI-driven data center expansion accelerates, challenges around grid constraints, power availability, and rising public expectations continue to reshape the landscape.
In this 30-minute live Q&A, our thought leaders will go deeper into what these dynamics mean for power strategy, risk management, and long-term competitiveness—offering practical insights and forward-looking perspectives to help you navigate the next phase of AI-driven growth.
Moderator
S&P Global Market Intelligence
Sarah James
Senior Editor, TMT News
Sarah James has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment. She has moderated various panels at industry events like Mobile World Congress and Streaming Media West, and she continues to produce articles around environmental, social and governance issues.
Speakers
S&P Global Energy
Dan Thompson
Research Director, Data Center 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.
S&P Global Energy
Ben Levitt
Associate Director, Americas Gas & Power
Ben led the research, design and development of "Power Crunch," an alternative power market outlook for North America that explores the potential for much stronger electricity demand growth and greater headwinds to renewables than those outlined in the Planning Case. Ben is also the lead analyst covering electrification trends in North America as well as the PJM power market.
Ben has authored numerous market briefings, insights and strategic reports covering a wide range of power market topics, including electrification, datacenters, renewables permitting and siting, demand response, federal and regional environmental credit markets, global power market trends, and electrolytic hydrogen production. With nearly a decade of experience in the electricity sector, he has shared his research at numerous client briefings and presentations at S&P Global Energy events, trade group conferences, and independent system operator stakeholder meetings and has been cited by several major media publications.
Prior to joining S&P Global Energy, Ben was a corporate development and strategy analyst for DTE Energy and a manager of economic analysis at Deloitte. Ben holds a BA from Northwestern University in Applied Math and Economics and an MBA from the University of Michigan.
S&P Global Energy
Adam Wilson
Senior Analyst, North American Power and Renewables
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 Energy
Tony Lenoir
Associate Director, Datacenters & Energy Research
Tony Lenoir is an analyst with the S&P Global Energy Energy Research team.
Specializing in the US renewables space, he has published research on the expansion of solar and wind energy and also of battery storage; the REC market; and energy communities as defined by the Inflation Reduction Act, among other topics.
Tony holds an MBA with a specialization in international finance from the Middlebury Institute of International Studies at Monterey.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.