Horizons Live: Breaking the speed limit | Webinar replay

This month’s Horizons report explores one of the defining infrastructure challenges of the AI era: whether US power systems can scale quickly enough to support explosive data centre growth. Our Horizons Live brought together an expert panel that debated the key points from the report and answered your questions live. 

Key themes included:

• The race for grid power: how transmission build-outs and generation shortages are shaping data centre development timelines across US power markets
• The limits of deregulated markets: why PJM, ERCOT and other regions face growing tension between affordability, reliability and investment incentives
• Conditional interconnection and collocation strategies: how developers are using onsite generation and flexible load arrangements to accelerate deployment
• Technical and operational risks: the engineering challenges associated with collocating volatile AI workloads with gas generation and battery systems
• Regulatory uncertainty and market intervention: how evolving grid rules could reshape project economics, asset valuations and long-term infrastructure planning
• Implications for developers and investors: which business models are best positioned to scale as the AI-driven power demand boom accelerates

The panel:

• Chris Seiple, Vice Chairman, Energy Transition and Power & Renewables
• Ben Hertz-Shargel, Global Head of Grid Transformation & Large Load
• Nina Sadighi, Founder of Eradeh Power Consulting

Missed it? Fill in the form at the top of the page to access this webinar on demand.