Powering AI: The Transformer Challenge

This chapter explores the surge in electricity demand due to artificial intelligence and the consequent shortage of traditional transformers. It introduces a startup creating solid state transformers to provide direct connections between DC energy sources and the AC grid, bypassing conventional technology. The conversation also examines the competitive dynamics in the energy market, highlighting key partnerships, the rise of Tesla in utility-scale energy storage, and strategic moves by major tech companies to secure energy resources.