Electricity demand is rising again after years of stagnation, driven largely by AI infrastructure and massive data center expansion. Energy journalist Amy Harder explores how capital markets, technology companies, and grid constraints are reshaping the energy narrative and why power availability is becoming a defining factor in the next phase of the digital economy.
Main Topics Discussed
• Rapid electricity demand growth driven by AI and large data center expansion
• Tech companies behaving more like utilities as energy needs scale
• Grid constraints emerging as a major bottleneck for AI infrastructure growth
• Capital markets shifting toward power security and energy infrastructure
• Long-term implications of the AI boom for clean energy deployment
