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Energy Investors Forum 2027
The annual global summit for the infrastructure powering artificial intelligence - where capital, energy and compute meet.
- Date
- 2027 - dates yet to be announced
- Venue
- Dallas, Texas
- Access
- Passes from $499
Eligible institutional investors may enquire about a complimentary pass, subject to approval.
- Index
- /llms.txt
Published speakers
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Sessions published
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Sponsors
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Thesis
The Infrastructure Behind Intelligence
AI doesn't run on software. It runs on electricity. The capital, the megawatts and the compute are being committed now. Be in the room where it happens.
→ /intelligence (full thesis)01
Demand Has Outrun Supply
Data center load is being added faster than utilities can bring generation and transmission online. Interconnection queues, not capital, are now the binding constraint.
02
Power Became The Moat
Compute is portable. Firm, dispatchable electricity is not. Access to megawatts is emerging as the decisive competitive advantage in AI.
03
A New Asset Class
Generation, grid and digital infrastructure are being repriced as long-duration, contracted, investment-grade assets attracting institutional capital at scale.
04
The Build Decade
Gas, nuclear, storage, transformers and transmission all need to be financed and built simultaneously. This is the largest infrastructure cycle in a generation.
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