Welcome and Keynote Conversation with Nikita Singhal, Blue Owl Capital and Bethany Brantley, STACK Infrastructure.

AI, Energy, and the New Infrastructure Equation: Investing in Reliability, Resilience, and Real Returns

Artificial intelligence is accelerating electricity demand and compressing timelines across power systems, permitting, and capital allocation The convergence of digital infrastructure and power markets is forcing investors, developers, and policymakers to balance speed, scale, and sustainability with reliability and cost.Drawing on leading industry research and their individual experiences, Nikita Singhal & Bethany Brantley will explore how AI-driven load growth is reshaping energy strategy, capital discipline, local politics, and the repricing of physical risk— through the lens of real-world infrastructure such as data centers. They will bring to light how prudent underwriting, transparent data, and cross-industry collaboration can deliver reliable capacity, measurable sustainability outcomes, and long term investment value.