ENERGY AS A GATING FACTOR FOR INFRASTRUCTURE GROWTH

The conversation around digital infrastructure often focuses on demand, capital and technology. Increasingly, however, the determining factor in whether projects move forward is energy. Energy availability, interconnection timing, transmission constraints, generation strategy, and grid readiness are now influencing site selection, development timelines, project phasing and long-term investment decisions. As infrastructure requirements continue to grow, access to power has become a critical determinant of where capacity can be deployed and at what pace. This session will examine how developers, utilities, generators and infrastructure stakeholders are adapting to a new reality in which power availability shapes growth opportunities. Attendees will gain insight into the energy, market and execution considerations affecting infrastructure expansion and the partnerships required to successfully bring new capacity online.