976: AI Can Pay 100X More for Power. Is This Clean Energy's Moment? | Hans Royal, David Siap, & Peter Kelly-Detwiler
AI is changing electricity demand faster than the grid was built to accommodate it. But the more interesting question may not be how much power data centers need.
It may be what that electricity is worth to them.
If AI workloads can economically justify power prices far above those of traditional industrial customers, that creates enormous economic headroom. Could that help pay for grid modernization, new capacity, flexibility and cleaner generation? And what happens if utilities, developers and investors build for demand that ultimately arrives more slowly, or not at all?
That is the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.