AI Infrastructure at Scale: Financing the Power-Constrained Grid

Driving a surge in demand for power, data centers, and grid capacity, AI is reshaping how infrastructure capital is raised and deployed. In this session, experts will examine how institutional investors are financing the AI-energy backbone across generation, grids, storage, and data centers through infrastructure equity, private credit, insurance balance sheets, and structured capital. Panelists will discuss how reliability, duration, and regulatory constraints are priced; how blended public-private models are scaling firm, always-on power; and how cost recovery and capital intensity intersect with consumer affordability, rate design, and public acceptance. Together, these forces shape capital efficiency, long-term return durability, and the sustainability of AI-driven infrastructure buildout.