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Energy, Resources, & Industrials
Participants will discover views data center and power companies have on building AI infrastructure.
Presenters: Kelly Marchese, principal, Deloitte Consulting LLP
Duncan Stewart, Research director, TMT industry for Deloitte Canada
Martin Stansbury, principal, Deloitte & Touche LLP
1.0 Overview CPE credit | Specialized Knowledge
AI data centers and their power needs are growing exponentially. By 2035, Deloitte estimates US AI data center demand could grow more than 30fold to 123 gigawatts (GW), up from 4 GW in 2024. Deloitte’s 2025 AI Infrastructure Survey identifies some of the challenges and opportunities. To help close the gaps, the US can develop additive infrastructure to deliver efficiency, capacity, and flexibility. We’ll discuss:
- The new scope, scale, stakes, and speed of the AI economy
- Gaps to powering AI
- Strategies for closing AI infrastructure gaps
- Prospects for fossil, renewable, and nuclear options
