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KEYNOTE: Power Is All You Need

Ali Fenn  (President, Lancium)

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Session Type: Keynote

Vault Recording: TBD

Audience Level: All Audiences

AI is moving faster than any of us could have imagined. Its demand for compute and datacenters is wildly unprecedented, far outpacing previous “mega” trends, and – most likely - every current model is underestimating what is ahead.

AI’s transformational potential across every aspect of society is fundamentally governed by only one thing: power. Where is it? Where can it be built? On what timeframe? Harnessing what resources? At what cost? The solutions are going to be in the form of "yes, and" and "all of the above."

Takeaway

  • Upending the traditional location analysis paradigm: implications and potential for new market development with an “energy first” focus
  • Grid reliability at gigawatt scale: understanding the imperative and workload requirements to ensure freedom to operate and economic efficiency
  • Will AI solve climate change or accelerate it: challenges to achieving the carbon-free imperative as data centers and the related mega trend to ‘electrify everything’ compound to catalyze explosive energy demand