Energy SIG | AI’s Economic Impact Starts With Infrastructure: Data Centers, Power Investment & the Macroeconomic Outlook

About This Event

AI’s Economic Impact Starts With Infrastructure: Data Centers, Power Investment, and the Macroeconomic Outlook While artificial intelligence is often discussed in terms of productivity and jobs, recent macroeconomic research shows that its near-term economic impact is being driven primarily by capital investment—particularly data centers, power infrastructure, and energy-intensive equipment. Drawing on Moody’s AI macroeconomic scenarios, this session examines how AI is reshaping growth thro