Jared Berg will moderate a panel titled “AI Market Fundamentals: How AI Power Demand Translates into Buildable Capacity, Bottlenecks, and Investment Returns” at the PRAGMA Energy Investment Series in New York. The panel will discuss:
- How real is projected AI & hyperscaler power demand growth vs hype — what is actually contracted vs speculative?
- What risk could AI energy efficiency gains pose to long-term demand fundamentals?
- Grid vs behind-the-meter: Where will capacity actually get built first given grid/regulatory restraints — and why?
- Data center clustering effects: Overcoming regional grid stress in PJM, MISO, ERCOT & NYISO
- How binding are equipment bottlenecks — transformers, turbines, and interconnection queues — as the true rate limiters on new power capacity?
- How should investors think about what this AI-driven demand surge means for gas, nuclear, storage, and transmission investment returns?
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