Jed Dorsheimer
Head of Energy & Sustainability at William Blair & Co, specializing in data center power, utilities and energy infrastructure investment analysis; discusses implications of hyperscaler data centers for power markets and investment opportunities.
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Mar 5, 2026 • 22min
Bloomberg Surveillance TV: March 5th, 2026
Jed Dorsheimer, energy and sustainability lead focused on data center power and infrastructure. Victoria Coates, former deputy national security advisor with Middle East and defense expertise. Brian Gardner, Washington policy strategist tracking political and market risks. They debate how hyperscaler data centers affect power markets, U.S. military operations and Iran’s leadership gap, and political calculations shaping midterm strategy.
