AI and Energy: Data Centers Redefining Midstream M&A
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The more I read about this, the more I am getting curious. The defining force in 2026 M&A seems to be AI. Data center expansion is creating demand for energy-intensive infrastructure and pushing midstream companies to acquire software to manage the grid.
Curious to get your thoughts on how the rise of GenAI affecting synergy estimates in your businesses?
The challenge, of course, is that AI synergies are harder to quantify and carry more execution risk. But the upside is much larger, and the companies that know how to operationalize GenAI across workflows, infrastructure planning, and customer interfaces will have a real advantage in both valuation and post-merger integration.
Retro Bowl 26
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