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Data Centers Private Equity East
May 5, 2026
Union League ClubNew York, NY

Kelly Morgan
Research Director-451 Research Datacenters at S&P Global
Speaker

Profile

Kelly Morgan heads the datacenter team at S&P Global's 451Research. Her research includes analysis of AI’s impacts on infrastructure, data center energy demand, market size, technology, trends and key data center providers. She is the lead analyst covering the Northern Virginia data center market as well as New England, the Pacific Northwest, Canada and Germany. Kelly has spent over 20 years covering global data centers and telecommunications at both 451 Research and in private equity. She also worked in Paris at the Organization for Economic Cooperation and Development. Kelly holds a BA degree from Wesleyan University and an MA from Tufts, where she studied international business and economics.