208. AI vs. Energy: the cost of speed - dec25

In this episode of Redefining Energy, Laurent Segelin and Gerard Reid explore the intersection of AI, data centers, and energy consumption with guest Andrew Perry from Facultyai. The discussion highlights the rapid advancements in AI technology and the increasing energy demands of AI data centers. Perry explains the exponential growth in AI capabilities and the race among tech companies to achieve artificial general intelligence (AGI), which is driving massive investments in compute and talent. The conversation then shifts to the infrastructure challenges, particularly the energy bottleneck, as data centers require vast amounts of power. The speakers discuss the trend of tech companies developing their own on-site generation, often relying on open cycle gas turbines (OCGTs), and debate the environmental implications and the need for regulatory oversight. They also touch on the potential for innovation in energy infrastructure and the role of AI in optimizing energy usage and grid management.