David Arcaro

David Arcaro, a U.S. power analyst at Morgan Stanley, joins Michelle Weaver to discuss the electric bill implications of the booming data center industry. They reveal that data centers are projected to account for 18-20% of U.S. electricity demand by the early 2030s. Arcaro explains the challenges utilities face, like affordability and reliability, and explores state-specific strategies to manage costs. They also highlight how rising bills disproportionately affect lower-income families and delve into public sentiment driving local opposition to new data center projects.

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.