David Arcaro

Global Head of Sustainability Research and US Power and Utilities team at Morgan Stanley discuss powering the GenAI revolution, focusing on the growing power needs, data center sustainability, and challenges in meeting power demands. They highlight the rapid growth in global power demand from data centers and the critical moment of addressing power needs for advancing technology.

David Arcaro, a US Power and Utilities Analyst, and Andrew Percoco, a North American Clean Tech Analyst, dive into the potential ramifications of the upcoming US election on energy policy. They discuss the critical role of the Inflation Reduction Act in supporting clean energy initiatives and how changes in tariffs may reshape the market. The conversation highlights the resilience of renewable energy amidst political uncertainty and the influence of corporate tax policy on future investments in sustainability.