-
Summary
Webinar Summary:
Two years into the Gen AI revolution that sparked a datacenter boom and led to extraordinarily bullish energy demand scenarios, what are the realities on the ground now that the dust is beginning to settle? Just how much energy will datacenters require and what energy sources are companies investing in as they both try to meet demand and react to changing political climates? Join S&P Global analysts for a panel discussion on the intersection of the infrastructure, technology and energy sources behind the latest chapter of the fourth industrial revolution.
- Nuclear taking over: Changing energy mix
- Current Datacenter growth projections – is the industry slowing down?
- Investments in renewables: Major pull back or not?
- Gas as a panacea: Limitations on gas turbines production
- Who is feeling the crunch of the increased energy demand?
Moderator
S&P Global Market Intelligence
Sarah James
TMT News Lead
Sarah 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 Commodity Insights
Tony Lenoir
Associate Director, Energy Research
Tony Lenoir is an analyst with the S&P Global Commodity Insights 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.
S&P Global Commodity Insights
Adam Wilson
Senior Analyst, Equity Research, Energy
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 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.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.