In today's Cloud Wars Minute, I unpack the convergence of tech and energy and what it means for the future of business leadership.

Highlights

00:00 — We are seeing here in 2026 the collapsing of traditional industry boundaries. AI is helping to drive this. A whole new way of doing business is powering this. And mostly what's happening is we're seeing visionary leaders in the tech industry, energy, utilities, power, and other places realize the old story that what got us here won't get us there.

00:35 — So I wanted to talk a little bit today about a big new partnership between Google Cloud and a century-old industrial power company called Baker Hughes. And they're looking together to join forces to do things that neither could do individually, to juice up the AI Economy and address insatiable demand for power in AI data centers.

01:38 — So much growth here, and all this is forcing traditional industry boundaries to be reconsidered. These digital-native software companies are now worried about where electrons come from, and they’ve got to get upstream integrated into the power and energy industry to keep this going.

02:20 — Now you got these extremely capable companies like Baker Hughes that have never faced such an extraordinary spike in demand. This fusion or blurring of the lines between the tech industry and the energy/power industry is going to be enormously important.

03:01 — They’re looking at the possibility of fusion reactors. Fusion is one of the world’s most high-potential but difficult technologies, and if it works, energy problems are solved. The fusion of the tech industry into the energy industry will shorten that distance dramatically.

04:14 — Are you hung up on the traditions of the past? Or are you seeing a very different future where those boundaries don’t exist? Don’t be caught on the back edge of that.

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