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AI infrastructure growing pains: Ensuring energy resilience amid grid constraints and public demands
Date: Thursday, June 11, 2026
Time: 10:00 am - 11:00 am EDT
Duration: 1 hour
As data center development accelerates, scrutiny over how the industry will power its growth also increases. Rising public concern, grid constraints and renewed reliance on thermal generation are reshaping the conversation.
Join S&P Global Energy analysts to explore why clean energy now carries a true security premium for data centers: strengthening energy resilience, reducing operational risk, improving cost stability and helping operators earn broader public acceptance.
Through perspectives on development trends, power system pressures and corporate procurement strategy, the session will show why the renewable edge is becoming a strategic advantage in the next phase of data center expansion.
- Four years into the AI revolution sparked by ChatGPT, where does data center expansion stand?
- Keeping up with power demand — what strategies have been adopted by utilities, grid operators and regulators?
- What are the risks associated with power unavailability? How can these be mitigated?
- Whether you call it "sustainability" or "energy autonomy," AI needs solar and wind.
Speakers
Dan Thompson
Associate Director, Data Center Services & Infrastructure, 451 Research
S&P Global Energy
Tony Lenoir
Associate Director, Datacenters & Energy Research
S&P Global Energy
Adam Wilson
Principal Analyst, North American Power and Renewables
S&P Global Energy
Sarah James (Moderator)
Senior Editor, TMT News
S&P Global Market Intelligence
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AI infrastructure growing pains: Ensuring energy resilience amid grid constraints and public demands
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