1. Data Center Load Growth and Utility-Scale Power Strategy (Morning)

This morning will address the massive impact of data center demand on electric utilities, positioning it as the primary catalyst for new utility-scale generation and transmission investment.

•  Quantifying the surge in new interconnection requests
•  The connection between data centers and the first meaningful U.S. load growth in two decades
•  Utility Rate Base Growth: Leveraging load to justify new generation and transmission investment
•  Site selection as a competitive advantage: Utilizing available land, water, fiber, and transmission capacity, as highlighted by both CenterPoint Energy and American Electric Power
• Prioritizing speed-to-grid connections for new generation resources

2. Gas-Fired Generation: Utility, Behind-the-Meter, and Decarbonization (Afternoon)

The afternoon dives deep into the role of natural gas, covering both large central power plants and on-site generation, with a strong emphasis on integrating carbon reduction technologies.

•  Behind-the-Meter Power: Direct gas supply to data centers for on-site generation to address grid constraints
•  Midstream Growth: How direct gas supply serves as a growth wedge for pipeline throughput and spurs resulting lateral pipeline builds
•  The strategy of contracting gas directly to an end-user
•  Utility-scale transmission growth ultimately serving power generation demand driven indirectly by data center load
•  Aggregating utility customer needs into multi-year gas pipeline expansions
• Low-Carbon Gas & CCS: Decarbonizing natural gas and bundling it with carbon capture and storage (CCS) for "low-carbon data centers"

1. Low-Carbon and Alternative Power Generation Technologies (Morning)

This session shifts to smaller-scale, rapidly deployable, and alternative power solutions essential for serving distributed, high-density computing loads, including fuel cells and gas engines.

•  Energy Transition Testing Ground: Piloting modular renewables and hydrogen blends.
•  Modular, Lower-Emission Power: Delivering rapidly deployable, reliable, lower-emission power solutions
•  Low-carbon solutions for decarbonizing the power source of data centers
•  Gas Engine Technologies: Technical updates on engines and emissions reduction strategies for distributed power generation.
•  The role of LNG for storage and peak shaving in supporting a reliable power mix.

2. OEM Technology: Rotating Equipment, Cooling, and Electrical Gear (Afternoon)

This final session focuses on the manufacturers and technology providers that enable the infrastructure, covering rotating equipment (compressors, turbines) and the advanced cooling and electrical gear required for high-density AI computing.

•  OEM Revenue Visibility: Multi-year order books driven by persistent hyperscaler capital expenditure (capex) for cooling, switchgear, and modular power blocks
•  Advanced Cooling Solutions: The rapidly growing data center infrastructure solutions business, driven by hyperscaler demand for advanced cooling and manufacturing services
•  Industrial Supply Chain Bottlenecks: Aligning OEM narratives with utility comments on transformer and component bottlenecks.
•  Compressors/Drivers Technical Updates: Focusing on specific equipment used in gas power generation and pipeline compression.
•  Digital Progress: Predictive maintenance for rotating equipment.