AI Has An Electricity Problem | Ep270: Arshad Mansoor

Will AI break the grid? As hyperscalers race to build ever-larger data centres, electricity demand is soaring. The question is no longer whether power demand will grow, but by how much, how quickly, and whether the grid can deliver.

This week, Michael Liebreich is joined by Arshad Mansoor, President & CEO of the Electric Power Research Institute (EPRI), one of the world's leading energy research organisations. Together, they tackle one of the biggest questions facing the global energy system: how much electricity will AI really need, and can our power systems keep up?

They debate the scale of AI-driven demand growth, whether the extraordinary investment by hyperscalers is justified, and how greater flexibility could allow data centres to connect faster without overwhelming the grid. They also discuss the growing public backlash against AI infrastructure, why winning local support may become the industry's biggest challenge, and whether nuclear power is truly the "get out of jail free card" many believe it to be or simply one part of a much bigger solution.

Topics included in this episode:

The race to power AI data centres

Hyperscalers' trillion-dollar AI investment

Can electricity grids keep pace with AI's rapid growth?

Gigawatt demand forecasts

Making data centres more flexible

Public acceptance and the growing backlash against AI

Nuclear power's role in the AI era

What governments, utilities and investors should do next