Thematic Investing Conference Takeaways: Powering AI & Grid Infrastructure Fireside Chats We hosted separate fireside chats with Marc Ganzi (CEO of DigitalBridge) on the emerging data center energy crunch and Rob Gramlich (President of Grid Strategies) on the need to modernize/expand electric grid infrastructure. Equity Research 5 September 2025 Data centers, distributed power, and grid infrastructure were major themes throughout the Barclays 39th Annual CEO Energy-Power Conference this week. Takeaways from ...