Inside the AI power wars

Inside the AI power wars

For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium, and Nvidia’s market dominance. But those same companies’ respective energy strategies often fly under the radar. As data center buildouts surge across the U.S., the tech industry is hitting a massive wall: a power grid that can’t move fast enough to support them. In this episode, Shayle sits down with Jeremie Eliahou Ontiveros, who leads coverage of infrastructure and power at SemiAnalysis, to lift the curtain on the hyper-competitive world of AI energy procurement. They cover topics including: The hyperscaler leaderboard: Why Google remains the most energy-sophisticated tech giant, as others continue to innovate Why power has effectively become revenue for frontier labs How Google uses its massive balance sheet to provide financial backstops for Anthropic’s data center buildouts Why the interconnection queue is forcing AI labs like OpenAI and Anthropic to bring their own generation The sudden market frenzy over modular speed-to-power options—ranging from aeroderivative gas turbines and massive reciprocating engines to billions of dollars of fuel cells Catalyst: How data centers are complicating transmission expansion Catalyst: Live from Transition-AI 2026: Inside Google’s massive AI capex Catalyst: The rise of flexible data centers Catalyst: AI scaling pathways: On grid, on edge, off grid, off planet Open Circuit: The new reality for data centers: No easy answers Open Circuit: Can data centers regain their social license? Open Circuit: Grid utilization vs expansion: The 100GW debate Latitude Media: FERC to grid operators: Connect large loads to transmission faster Latitude Media: The rise of the data center power exchange Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com. Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(269)

Is now the time for DERs to scale?

Is now the time for DERs to scale?

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But...

13 Elo 42min

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. Energy policy has become increasingly polarized just as the U.S. faces record electricity dem...

11 Elo 31min

The electrician shortage slowing the AI boom

The electrician shortage slowing the AI boom

The race to build AI infrastructure is often framed around the availability of power, chips, and capital. But another critical constraint is becoming impossible to ignore: skilled labor. In this epis...

6 Elo 34min

The commercial battery comeback

The commercial battery comeback

Commercial and industrial (C&I) battery storage has long been the missing middle of the energy storage market. It’s been too complex and expensive to scale like residential systems, but too small to ...

30 Heinä 44min

The multi-billion dollar promise of vehicle-to-grid integration

The multi-billion dollar promise of vehicle-to-grid integration

Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kil...

23 Heinä 34min

When will quantum computing have its breakout moment?

When will quantum computing have its breakout moment?

Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large. In the past year, however, as governments across the g...

16 Heinä 40min

Inside the most sophisticated plan for solar geoengineering

Inside the most sophisticated plan for solar geoengineering

One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem. By Stardust Solutio...

1 Heinä 37min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
ostan-asuntoja-podcast
rss-rahapodi
rss-sami-miettinen-neuvottelija
rss-inderes
rahapuhetta
pari-sanaa-lastensuojelusta
rss-porssipodi
hyva-paha-johtaminen
rss-lahtijat
rss-startup-ministerio
asuntoasiaa-paivakirjat
rss-oivalluksia-rahasta-elamasta
pomojen-suusta
rss-johtajatabut-aiheita-joista-ei-ole-tapana-puhua
rss-paasipodi
rss-bisneksen-pehmea-puoli
pelkkana-korvana