"The Impact of AI on Electricity Markets and Energy Consumption"

The surge in demand for electricity, driven by the growth of AI datacenters, is posing challenges for utilities in the US. Brian Janous, co-founder of Cloverleaf Infrastructure and former Microsoft executive, discusses the impact of AI on electricity demand, potential solutions such as building more gas plants and utilizing existing infrastructure more efficiently, and the implications for the net-zero commitments of major tech companies. The podcast also explores the politics of AI datacenters, the possibility of small modular nuclear reactors, and the regulatory barriers to grid buildout.