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Datacenters and energy — truths and myths two years into the Gen AI revolution
Date: Wednesday, August 06, 2025
Time: 12:00 pm - 01:00 pm EDT
Duration: 1 hour
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.
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Nuclear taking over: Changing energy mix
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Current Datacenter growth projections – is the industry slowing down?
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Investments in renewables: Major pull back or not?
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Gas as a panacea: Limitations on gas turbines production
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Who is feeling the crunch of the increased energy demand?
Speakers
Sarah James (Moderator)
TMT News Lead
S&P Global Market Intelligence
Dan Thompson
Principal Research Analyst, Datacenter Services & Infrastructure (451 Research)
S&P Global Market Intelligence
![Adam_Wilson[1].png](https://pages.marketintelligence.spglobal.com/rs/565-BDO-100/images/Adam_Wilson%5B1%5D.png)
Adam Wilson
Senior Analyst, Equity Research, Energy
S&P Global Commodity Insights
Tony Lenoir
Associate Director, Energy Research
S&P Global Commodity Insights
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Datacenters and energy — truths and myths two years into the Gen AI revolution
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