This podcast episode explores the growing demand for power driven by generative AI and the significant increase projected in data center power demand. The conversation highlights the need for new natural gas-fired and renewable power generation, the impact of AI on power demand and greenhouse gas emissions, and the role of data centers in driving power growth. It also discusses the challenges faced by the power industry in meeting increased demand, the potential growth in power demand in Europe, and the potential role of nuclear energy and other solutions in addressing power demand. The constraints and risks in power generation and transmission projects are also examined. Overall, this episode provides insights into the changing landscape of power demand and the investment opportunities it presents.
