2026 Quarterly Industry Update - AI’s Impact on Data Center Demand

Description

Today’s cooperative leaders need real-time insights and analysis to interpret the potential impact of industry trends and market activity on their service territories. Join an expert conversation between CFC’s Chris Whittle and Sam Kem, who will kick off our first industry update of 2026 by exploring how the artificial intelligence (AI) build-out is reshaping data centers, electricity use, financing and the broader economy. They will connect technical realities with finance and policy, explaining who pays for the new infrastructure, how returns are expected to look and what systemic risks could emerge.