As capital surges into AI development, few conversations address its downstream impacts on electricity, water, utilities, and municipal infrastructure. ​Bringing together public fixed income and equity perspectives, this panel explores how rapid data center growth is reshaping credit markets, infrastructure investment, and the broader clean energy transition — from pressure on energy grids, water resources, and communities to cross-asset risks and opportunities in corporate and municipal debt, equities, infrastructure financing, and green bonds. ​The discussion will feature perspectives from Ethic, Breckinridge Capital Advisors, and Impax Asset Management, followed by a Q&A and networking happy hour.