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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What Happens When the Worlds of Gas, Power, Minerals and Artificial Intelligence Collide?

What Happens When the Worlds of Gas, Power, Minerals and Artificial Intelligence Collide?

We open the third season of the CERAWeek Podcast with Atul Arya, exploring one of the most urgent questions for the global energy system: What happens when the worlds of gas, power, minerals and artif...

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Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies

Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, engages in a compelling discussion with industry leaders Matt Berchtold, Chief Product Officer at Context Lab...

5 Mars 202529min

Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability

Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Bader Al Attar, Managing Director of Planning and Finance at Kuwait Petroleum Corporation (KPC), ...

26 Feb 202524min

Francesco Mazzagatti, Viaro Energy: Energy investment, nuclear integration & North Sea strategy

Francesco Mazzagatti, Viaro Energy: Energy investment, nuclear integration & North Sea strategy

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Francesco Mazzagatti, CEO of Viaro Energy, about balancing gas production with nuclear energy, na...

19 Feb 202522min

Tim Holt, Siemens Energy: Powering the energy transition

Tim Holt, Siemens Energy: Powering the energy transition

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Tim Holt, Executive Board Member and Labor Director at Siemens Energy, about the company's leader...

12 Feb 202528min

Ricardo Markous, Tecpetrol: Vaca Muerta's role in Argentina's energy strategy

Ricardo Markous, Tecpetrol: Vaca Muerta's role in Argentina's energy strategy

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Ricardo Markous, CEO of Tecpetrol, about Vaca Muerta's transformative role in Argentina's energy ...

5 Feb 202529min

Sanjiv Lamba, Linde: The Essential Role of Industrial Gases in Energy Transformation

Sanjiv Lamba, Linde: The Essential Role of Industrial Gases in Energy Transformation

In this episode of the CERAWeek Podcast, Atul Arya, S&P Global Chief Energy Strategist, speaks with Sanjiv Lamba, CEO and Member of the Board of Directors at Linde, about the transformative role of in...

29 Jan 202540min

Toby Rice, EQT Corporation: "The Future of Natural Gas and Energy Security"

Toby Rice, EQT Corporation: "The Future of Natural Gas and Energy Security"

In this episode of the CERAWeek Podcast, Daniel Yergin, CERAWeek Chairman, speaks with Toby Rice, President and CEO of EQT Corporation, about the current dynamics of the natural gas market as we move ...

22 Jan 202528min

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