The rapid expansion of artificial intelligence, cloud computing, and digital services is driving unprecedented demand for data center capacity. Hyperscale AI training clusters now require power loads comparable to small cities. In many regions, this surge is outpacing grid expansion, straining transmission infrastructure, and raising questions about reliability, cost allocation, and decarbonization commitments.

Data centers are no longer passive electricity consumers. Increasingly, they are becoming active participants in energy markets — co-locating generation, signing long-term power agreements, financing new infrastructure, and in some cases exploring dedicated energy assets.

This panel will examine how the industry, utilities, policymakers, and investors are responding to this structural shift — and whether the current approach is sufficient to meet demand without destabilizing local grids or undermining sustainability goals.