Seyi Fabode

Abstract

Baseline models from Goldman Sachs suggest $765 billion will be the annual capital expenditure for chips, transmission lines, and cooling equipment for AI. And that this will grow to $1.6 trillion annually by 2031. All for something as ethereal as an AI query.

We talk about the infrastructure of AI, but we need to talk more about the data centers, the power infrastructure to support them, the water, and how we are having to renegotiate and rewrite what constitutes public use and property rights. We are making permanent physical decisions to satisfy the needs of a business model that we are still trying to collectively figure out.

Biography:

About the Speaker: 

Seyi Fabode is a senior energy executive and innovation strategist with over 20 years of experience leading enterprise-scale clean energy, storage, and infrastructure initiatives. He has a proven track record of integrating emerging technologies into core operations for utilities, developers, and capital partners.

He is also the founder of AsimovGrid, the Morningstar platform for infrastructure and assets. Prior to this, Seyi served as the Director of Cleantech Innovation at RWE Clean Energy, where he led market intelligence and innovation strategy in collaboration with senior executive leadership, including the CEO. His career is defined by his entrepreneurial success, having co-founded and scaled venture-backed platforms such as Varuna, a water risk management SaaS, and Power2Switch, a utility-integrated energy marketplace that was successfully acquired