Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI

Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI

In this episode of the CERAWeek Podcast with Atul Arya, Atul sits down with Varun Sivaram, Founder and CEO of Emerald AI, to examine how the rapid expansion of AI data centers is transforming electricity demand, infrastructure planning and global competition. AI's future hinges on chips innovation, but also on the availability and supply of power. Flexibility, not just efficiency, will determine whether AI can scale without straining power grids or driving up energy costs.

The discussion explores:

  • Surging electricity demand from AI data centers and what it means for the U.S. power system
  • The growing competition between the U.S. and China, driven by access to power and technology
  • How flexibility can ease grid constraints and accelerate data center deployment
  • Collaborative models between utilities, hyperscalers, regulators and technology providers is becoming essential

As energy, technology, and geopolitics increasingly converge, these questions will be central to the dialogue at CERAWeek 2026, where leaders will come together to address the future of AI, energy security, and infrastructure. Join us March 23-27, 2026 in Houston, TX. Learn more at ceraweek.com

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Powering Ahead: A Conversation with Pedro Pizarro

Powering Ahead: A Conversation with Pedro Pizarro

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, sits down with Pedro Pizarro, President and CEO of Edison International and Chairman of EEI, to delve into ke...

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Capital Transition: Perspectives for financing dynamics and clean energy

Capital Transition: Perspectives for financing dynamics and clean energy

Climate finance and diplomacy was the focus of this episode of the CERAWeek Podcast hosted by Atul Arya, Chief Energy Strategist, S&P Global, with guest speakers Martina Chung, President, S&P Global R...

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Cleantech: The business of more energy & lower emissions

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In this episode, Atul Arya, Chief Energy Strategist, S&P Global, and host of the CERAWeek Podcast is joined by Edurne Zoco, Executive Director for Clean Technology & Renewables, and Carolyn Seto, Exec...

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Multidimensional Energy Transition: Markets, climate, technology and geopolitics

Multidimensional Energy Transition: Markets, climate, technology and geopolitics

Atul Arya, Chief Energy Strategist at S&P Global and host of the CERAWeek podcast recently sat down with Dr. Daniel Yergin, Co-Chairman of CERAWeek, Vice Chairman at S&P Global and Pulitzer Prize–winn...

10 Tammi 202420min

CERAWeek Day 5

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CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Face...

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