U.S. Grid Ageing and Demand Shifts

AI’s growth is colliding head-on with America’s aging power grid. This episode dives into why electricity—not compute or data—is emerging as AI’s biggest bottleneck, driving costs, political backlash, and stalled data-center projects across the U.S. From surging energy prices to billion-dollar infrastructure overhauls, it unpacks how the race for AI dominance is reshaping the global energy map.
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