Powering AI: Energizing the Future of Artificial Intelligence

March 4 – 5, 2026

Dallas

This conference brought together experts from the energy, technology and financial sectors to discuss how the U.S. will power the advancement of artificial intelligence. As access to affordable and reliable electricity is a leading constraint in the buildout of Generative AI data centers, conference sessions will explore the challenges and opportunities in power generation, supply chains, electric grid management, and financing for large-scale infrastructure projects, among other topics. This two-day event addressed the national implications of advancements in AI for policymakers and industry and market participants.

Explore AI’s impact on the economy

Dallas Fed Economics

Tokenized deposits use blockchain structure in traditional banking framework

Speeches and essays

Discussion of 'An Efficient Liquidity Savings Mechanism' by Darrell Duffie, Srisht Fateh Singh and Chaojun Wang

Dallas Fed Economics

International comparisons show AI effect on productivity

Economic Surveys

Most Texas executives surveyed say AI isn’t changing staffing needs

Dallas Fed Economics

AI is simultaneously aiding and replacing workers, wage data suggest

Working Paper

Investing in the Shadows: FinTech Growth and Mortgage Market Dynamics

Agenda

Wednesday, March 4

11:30 a.m.	Registration opens, lunch served
12:00 p.m.	Opening remarks Donald Bowers, Federal Reserve Bank of Dallas
12:10 p.m.	Fireside chat Andrew Schaap, Aligned Data Centers Moderator: Amy Harder, Axios
12:45 p.m.	Electricity load growth forecasts Chair: Garrett Golding, Federal Reserve Bank of Dallas Bernadette Johnson, Enverus Clark O’Niell, Boston Consulting Group Ning Lin, Bureau of Economic Geology, University of Texas
2:00 p.m.	Networking break
2:15 p.m.	Technology sector perspectives Chair: Reid Taylor, Federal Reserve Bank of Dallas Doug Lewin, Google Arushi Sharma Frank, Emerald AI
3:15 p.m.	AI adoption across industries Chair: Amy Chapel, Federal Reserve Bank of Dallas Tyson Tuttle, Circuit Mark Wynne, Federal Reserve Bank of Dallas Dylan Bolden, Boston Consulting Group
4:15 p.m.	Networking break
4:30 p.m.	CEO fireside chat Jim Burke, Vistra Moderator: Lorie Logan, Federal Reserve Bank of Dallas
5:15 p.m.	Networking reception

Thursday, March 5

7:30 a.m.	Registration opens, breakfast served
8:00 a.m.	Perspectives from regulators and grid managers Chair: Joseph Webster, The Atlantic Council Nick Elliot, National Energy Dominance Council, The White House Stu Bresler, PJM Chad Seely, ERCOT
8:45 a.m.	The future of power generation Chair: Garrett Golding, Federal Reserve Bank of Dallas Benjamin Reinke, X-energy Michael McNamara, Lancium Bill Barnes, NRG Energy
9:45 a.m.	Break
10:00 a.m.	Pathways and constraints in the energy value chain Chair: Elizabeth Souder, Federal Reserve Bank of Dallas Rob Gramlich, Grid Strategies Chris Hemschot, Tenaska Phil Wilson, Lower Colorado River Authority
11:00 a.m.	Financing AI infrastructure Chair: Rosie Levy, Federal Reserve Bank of Dallas Maria Dreyfus, Ardinall Investment Management Gianluca Signorelli, SB Energy Brian Singer, Goldman Sachs Vishwas Patkar, Morgan Stanley
12:00 p.m.	Lunch served
12:15 p.m.	Fireside chat Ken Hersh, HFI Capital Management Moderator: Julie Fine, Bloomberg News
1:00 p.m.	Event concludes