Brian Singer

Brian Singer, head of GSUSD and Goldman Sachs Research, gives research-driven analysis on data center power demand and energy sourcing. He breaks down hyperscaler spending, agentic AI’s impact on compute and energy, the six P framework for growth and constraints, labor bottlenecks in the energy workforce, and tradeoffs between behind-the-meter solutions and grid investments.

Neil Mehta, Managing Director at Goldman Sachs, Carly Davenport, Vice President, and Brian Singer, Global Head of GS SUSTAIN, dive into the evolving energy landscape. They discuss how the Energy, CleanTech & Utilities Conference has expanded its focus, particularly on sustainability as risk mitigation. Singer emphasizes the transition to a 'yes-and' energy supply model amid rising demand, while Davenport shares insights on stock-picking strategies. The trio also addresses the implications of market trends in Venezuela and the importance of infrastructure investment in tackling affordability and political risks.

Analysts Brian Singer and Greg Shell discuss the impact of AI and the energy transition on investing. They talk about aligning financials with sustainable goals, measuring impact, the rise of sustainable strategies, and driving positive change through investments.