881: AI Pressure Is Breaking the Grid - Doug Banty on What Happens Next
AI is pushing the grid to its limits — and transformers are now the critical path for both data centers and renewable projects.
Today’s guest, Doug Banty, EVP at Forgent (and former CEO of MGM Transformers), sits at the intersection of these two worlds. Half of his week at RE+ was spent across the strip at the Yotta data center conference, where the only topic on everyone’s mind was power. In this episode, Doug explains how AI-driven rack density is rewriting the entire powertrain, why hyperscalers are treating speed like an existential priority, and what this means for developers trying to…
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