Latest / Rene Grywnow’s 5-Minute Business Punch
The Next Industrial Shift: AI, Energy, and Data Center Infrastructure. Why Energy Mastery, Not Just Algorithms, Will Separate the Winners From the Laggards
Everyone is telling you the AI story is about chips and models. It isn’t. The next industrial revolution will be won, or lost, in the energy-and-infrastructure layer, and most boards are still treating that layer as plumbing.
In Part Two of Week 23, I step back from the single-facility budget of Part One and take the macro view. Global data center electricity demand surged seventeen percent in 2025 and is set to double to a 945–1,200 TWh range by 2030. Hyperscalers committed over four hundred billion dollars in Capex in 2025, rising another seventy-five percent in 2026. This is…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.