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Webinar: Building AI Infrastructure Panel Discussion | Progress Under Distress
| Date & Time December 2, 2025 @ 11:00 am – 12:00 pm EST |
Duration 60 Minutes |
AI infrastructure is expanding at an extraordinary pace, but its trajectory remains uncertain. Future growth depends on how effectively the industry can align technology progress, energy availability and capital formation. The story is not about limits — it’s about how adaptable the ecosystem can be under constraint.
The panel features experts in energy markets, AI systems, and data-center strategy, offering a grounded view of what scalable infrastructure looks like in 2025 and beyond. As demand outpaces power access, hardware supply, and permitting cycles, they’ll explore where growth may accelerate, where it could stall, and how organizations can plan amid shifting constraints.
What You’ll Learn
- Power access as a defining factor: How grid interconnection, reliability challenges, and emerging behind-the-meter solutions are influencing where AI infrastructure can realistically grow.
- Semiconductor supply constraints: Why chip availability remains a moving target—and how new fabrication investments could shift deployment speeds faster than expected.
- Capital, policy, and permitting pressures: How financing conditions, regulatory friction, and political scrutiny may shape the path forward while also creating opportunities for new collaboration.
Speakers
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Carson Kearl
Carson Kearl As an Analyst on the Enverus Intelligence® Research (EIR) team, Carson is the lead on data centers and advanced energy technologies. He was previously an analyst on the macro team and has additional experience advising large industrial consumers on their energy consumption. His education in economics at the University of Alberta focused on industrial organization and power markets. |
Sarp Ozkan
Sarp Ozkan Sarp Ozkan is VP of Commercial Product at Enverus. He joined Enverus through the acquisition of products and services from Ponderosa Advisors in 2016 and has more than 10 years of research and modeling experience in the upstream, downstream and power markets. Sarp has been a trusted energy expert for the media and for state regulatory bodies throughout the U.S. and has led consulting projects around many M&A and strategy related inquiries. He has presented at many commercial and academic conferences around the world and been published in several peer-reviewed journals. Sarp holds a Master of Science in Mineral and Energy Economics from the Colorado School of Mines, a Master of Science in Petroleum Economics and Management from the Institut Francais du Petrole (IFP School), and a Bachelor of Arts in Economics from the University of Chicago. |
Wish Bakshi
Wish Bakshi Wish is a Founder & AI Systems Engineer specializing in AI solutions for energy companies in the US and Alberta and a Visiting Professor of A.I. at the University of Calgary and Queen’s University – Smith School of Business. His expertise lies in four primary domains: Power Plants, AI Data Centers, LNG Operations and Commodities Trading (power, gas and NGLs). Wish has designed AI systems for power plants, LNG analytics and load forecasting models for data centers. In commodities trading, Wish has led the development of intelligent trading systems for natural gas and power in North American markets including Texas (ERCOT) and Virginia (PJM). This involves modelling power requirements for power generation companies and their commercial exposures and PSAs with AI data center customers. |
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Sponsored By
Enverus
Enverus is a leading energy SaaS and data analytics company providing insights across the entire energy value chain—including oil & gas, renewables, and power markets. For data center developers and operators, Enverus delivers integrated intelligence by combining proprietary data, load tracking, and fiber mapping to identify optimal grid connections, reduce risk, and maximize ROI.
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