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, Commissioner of the New Jersey Board of Public Utilities Nina Sadighi, Founder of Eradeh Power Consulting
