February 02, 2027 | 2:00 PM - 2:45 PM

Panel: AI and Data Centers: Capex, Carbon and Other Conundrums

The focus on artificial intelligence and data center expansion has dominated the investment conversation over the last year. Drawing on recent research and insights from across Morningstar's business units, we examine the investment case for the sector, and what the key opportunities and challenges are on both financial and societal sustainability.

Speakers

Image of Lindsey Stewart

Lindsey Stewart

Morningstar

Director of Institutional Insights