Cleaning Up: Leadership in an Age of Climate Change2 Heinä 2025

NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker

In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become high in demand.

Today's sellers of picks and shovels are those providing the hardware and infrastructure to the software and platform providers, and one company stands apart as the beneficiary of the recent boom times in artificial intelligence: Nvidia.

They're currently among the top three listed companies in the US, alongside Apple and Microsoft, and are incredibly profitable, with estimated margins in excess of 40%. They've been around for 30 years, and are much more than simply chip fabricators.

This week on Cleaning Up, Bryony Worthington sits down with Josh Parker, Nvidia’s head of sustainability, to explore some of the challenges and opportunities he sees in the AI and Climate space.

Leadership Circle:

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.

Discover more:

Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM
Nvidia’s Sustainability Report:
Earth2: https://www.nvidia.com/en-gb/high-performance-computing/earth-2/
cBottle: https://catalog.ngc.nvidia.com/orgs/nvidia/teams/earth-2/models/cbottle
Michael’s piece on AI efficiency:
https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an

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Deforestation, Oil and Aviation Fuels: A Brazilian Take on the Climate Emergency | Ep213: Thelma Krug

What happens if the Amazon rainforest stops absorbing carbon and starts releasing it? Do we need geoengineering to help us cool an overheating planet? And how can developing countries balance environm...

18 Kesä 20251h

⁠Hydrogen Subsidies, Clean Power & Fixing Spain's Blackouts | Ep212: EU Commissioner Dan Jørgensen

What will it take to finally wean Europe off Russian gas? Can renewables help with grid stability? And is the EU making a mistake subsidising hydrogen? This week on Cleaning Up, Michael Liebreich sits...

11 Kesä 202538min

Renewables Are Here To Stay. Get Over It. | Ep211: Antonio Cammisecra

The world's electricity system is transforming: We're integrating more and more variable renewables. Fossil plants are running fewer hours. Demand is growing everywhere, including in the developed wor...

4 Kesä 20251h 7min

Is The Tide Turning On Hydrogen? Ep210: Andrew Forrest

Billionaire iron magnate Andrew Forrest believes he's on the cusp of a breakthrough to decarbonise shipping and heavy industry using hydrogen. As the Executive Chairman of the Fortescue, one of the wo...

28 Touko 202541min

Bond Vigilantes, Game Theory, And Why The US Shouldn’t Go It Alone - Ep209: Mohamed El-Erian

Have the bond markets become a new form of global governance? Are we witnessing the end of US economic exceptionalism? And how does game theory relate to cooperation on net-zero?This week on Cleaning ...

21 Touko 202543min

Can You Run a Grid Entirely On Renewables? Ep208: Anders Lindberg

Can You Run A Grid Without Fossil Fuels? "Yes," says Anders Lindberg, President of Energy and Executive VP at Wärtsilä, on this week's episode of Cleaning Up. It'll just cost €65 trillion extra by 205...

14 Touko 20251h 2min

Is Geothermal The Future For Oil & Gas? Ep207: Jamie Beard

Geothermal seems to have found new favour under Donald Trump's presidency, but can it ever live up to its potential? Will the oil and gas industry reinvent itself before becoming obsolete? And how mig...

7 Touko 202544min

Uniper Rising: Can Germany's Gas Giant Go Green? Ep206: Michael Lewis

When Russia unleashed its illegal and unprovoked invasion of Ukraine in February 2022, gas prices in Europe spiked by a factor of 10, driving a wave of bankruptcies and restructurings of European ener...

30 Huhti 202558min