AI Needs More Power. Who Builds It, What Gets Built, and Who Gets Paid?

New York’s decision to temporarily halt permitting for new hyperscale data centers is the latest sign of a much bigger collision: AI needs enormous amounts of power, but who will build it, what needs to be deployed, who will finance it, and who will ultimately pay for it? From Texas and Virginia to Europe, the race to power AI is driving demand for new generation, transmission, storage and other infrastructure, and creating a potentially massive new opportunity for investors, developers and energy companies. On-site resources are becoming critical and can potentially offer flexibility while reducing ratepayer impact. Moderated by Lisa Jenkins of Latitude Media, energy leaders and investors from Aston Power, Commonwealth and Station A will debate where capital is moving, what actually needs to get built, and whether the AI boom will fundamentally reshape how, and from whom, large energy users get their power. Antenna House: The Value Transition is a full-day Climate Week NYC experience presented by Sunrun and powered by Antenna Group. Engage 700+ leaders from across climate tech, finance, and sustainability for panels, brand activations, and high-impact networking at LUME Studios.