ONLINE REGISTRATION FOR THIS MEETING CLOSES AT 11:59 P.M. ON 4/3/26. CONTACT ERIC HOLLEMAN FOR AVAILABILITY: EHOLLEMAN@CONEXUSSG.COM.
AI’s Economic Impact Starts With Infrastructure: Data Centers, Power Investment, and the Macroeconomic Outlook
While artificial intelligence is often discussed in terms of productivity and jobs, recent macroeconomic research shows that its near-term economic impact is being driven primarily by capital investment—particularly data centers, power infrastructure, and energy-intensive equipment. Drawing on Moody’s AI macroeconomic scenarios, this session examines how AI is reshaping growth through physical investment, how rising infrastructure and energy costs can influence inflation and regional competitiveness, and why energy availability is becoming a critical factor in where AI-driven economic growth ultimately occurs
Sohini Chowdhurry | FRM / Senior Director, Moody’s Analytics
Learning Objectives:
By the end of this session, participants will be able to:
Explain how AI’s recent contribution to economic growth is being driven primarily by demand-side channels-especially business investment and wealth effects-rather than broad productivity gains to date.
Describe the paper's decomposition of AI-driven growth that includes investment tied to data centers and "electric power construction," and why this matters for the near-term macro outlook.
Identify why measured GDP can understate AI's true investment footprint due to accounting/measurement challenges around vertically integrated infrastructure and own-account investment.
Compare the paper's scenario framework (baseline and alternatives) and articulate how different AI adoption paths change outcomes for GDP, inflation, jobs, and financial markets.
Assess how AI-related investment can pressure economy-wide input costs-including energy and construction-related costs-creating potential headwinds for non-AI sectors in downside scenarios.
Translate these scenario-based macro outcomes into implications for business planning (capital allocation, cost of capital, and risk management) for firms exposed to large-scale infrastructure buildouts.
SCHEDULE
4:30 - 5:00 p.m. Check-in & Networking
5:00 - 5:30 p.m. Hors d’oeuvres and Cocktails
5:30 - 6:30 p.m. Program | 1 CPE in Information Technology
LOCATION
Maggiano’s Little Italy
6001 W Park Blvd.
Plano, TX 75093
STRATEGIC INVESTORS
USI
Whitley Penn
Moody’s
REGISTRATION
Registration deadline | Friday 4/3/26
Open to FEI Dallas members, and non-members with financial or executive roles in the energy sector.
FEI Members – Register on this page.
Non-FEI Members (including Strategic Investors) – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE credit in Information Technology via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Event Support
nancy.ehlers@feidallas.org