Building inference data centers on the high seas
Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Pantha...
28 Touko 48min
A blueprint for scalable fusion power
For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter...
21 Touko 40min
Inside the global fertilizer crunch
While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market...
14 Touko 36min
Cracking the code on autonomous trucking
Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new de...
7 Touko 43min
How AI is modernizing EPCs
As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this...
30 Huhti 34min
Inside Google’s massive AI capex (live)
As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 bi...
23 Huhti 35min
How Base Power plans to use its fresh $1B [re-published]
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 billion series C, giving the residential battery c...
16 Huhti 39min
The rise of flexible data centers
As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they could consume up to 17% of all US power by 2030. To a...
9 Huhti 43min
