Open Circuit13 Elo 2025

The Latitude stage: Solving the AI load growth puzzle

In the last two quarters, capital spending on AI has blown past all U.S. consumer spending. Investments in AI infrastructure have already eclipsed the telecom and dot-com booms. The top tech companies are pouring so much money into computing power that they may be single-handedly propping up an economy wobbling under chaotic tariff policy. Gigawatts of new data center requests are flooding utility interconnection queues. And while the numbers are big, the uncertainty is even bigger. Which projects are real? Which are just phantom projects? And how do you plan a grid for a future where half of all new U.S. load could come from data centers by the end of the decade? In this episode, recorded live at Latitude Media’s Transition-AI conference in Boston, Stephen Lacey talks with two experts watching the boom from different angles: Rob Gramlich, president of Grid Strategies; and Anuja Ratnayake, an emerging technologies executive at the Electric Power Research Institute.They break down the scale of the AI-driven demand surge, the challenges of forecasting in a speculative market, and the implications for utility planning. Registration is now open for the Power Resilience Forum in Houston, Texas next January. Power Resilience Forum 2026 is the premier event on grid resiliency, bringing together leaders from across the power sector to address the new realities of planning and operating the grid in an era of extreme weather and wildfires. Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com. Open Circuit is brought to you by Sungrow, the trusted provider of PV inverters and battery storage. With over 605 GW installed worldwide and a BloombergNEF ranking of “most bankable” in power conversion and energy storage, Sungrow provides solar tech you can count on. Learn more at sungrowpower.com. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.

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

Jaksot(71)

The new reality for data centers: no easy answers

For 20 years, the blueprint for data centers was simple: find some land, get in line for power, and trust that the utility could deliver. Data centers and power infrastructure got built on separate tr...

2 Heinä 34min

How APS dove head-first into AI [partner content]

AI is about far more than chatbots and copilots. For utilities, the bigger opportunity may be in applying purpose-built models to the operational data from smart meters, customer systems, weather, out...

30 Kesä 20min

Is commercial fusion finally near?

For a half century, fusion has been a scientific story playing out in national labs, government research budgets, and peer-reviewed journals. Every so often, a bold claim captures the public's attenti...

26 Kesä 59min

SpaceX’s IPO is an energy story

Depending on where you sit, SpaceX is either the greatest industrial company of our time, or a CapEx bonfire that requires a lot of imagination to justify. But either way, the company’s public debut ...

18 Kesä 41min

America’s electricity rage is here

The anger and anxiety over electricity in America is palpable. You can see it in packed utility commission hearings, in protests against companies, and in furious reactions on social media. And you c...

12 Kesä 49min

The biggest utility merger in US history?

First, it was a power bottleneck. Then a compute bottleneck. Now, as AI agents burn through tokens faster than anyone predicted, we're back in a compute shortage. Meanwhile, it's getting harder than e...

5 Kesä 1h 1min

The climate messaging war returns. Does it matter if we can’t build?

A familiar debate is reemerging in US politics: is it helpful or damaging to talk about climate change? It broke into the open when the New York Times published an op-ed from Matthew Huber arguing th...

29 Touko 1h 7min

Crypto’s bare-knuckle politics come to climate

Last year, clean energy attracted double the investment of fossil fuels. It's now a multi-trillion dollar industry globally, and the dominant source of new capacity in the US. And yet in the 2024 ele...

22 Touko 46min