Join Jordan Nanos, Doug O’Laughlin, and special guest Jeremie Eliahou Ontiveros for an in-depth analysis of the intersection between AI infrastructure and energy markets. Jeremie, Head of Datacenter & Energy Infrastructure Research, shares expert insights on how AI data centers are reshaping electricity pricing, market dynamics, and the regulatory challenges facing the grid today.

00:00 AI Data Centers and Electricity Prices

02:15 Market Dynamics: PJM vs. ERCOT

04:56 Supply and Demand Challenges

08:02 Thermal Accreditation and Market Reforms

11:05 Future of Energy Supply and Coal Retirements

17:13 The Future of Coal Power Plants

18:27 Balancing Energy Prices and Consumer Expectations

19:29 Customized Tariffs and Their Impact

20:28 Investment Commitments and Grid Reliability

22:30 Negotiation Timelines for Data Centers

24:32 Financing Mismatches in Energy Projects

25:10 The AI Boom and Its Impact on Energy

27:13 Anthropic vs. OpenAI: The Revenue Race

29:15 The Role of Government in AI Adoption

32:00 Demand Drivers in AI and Software Development

33:33 The Shift in Consumer Perception of AI

35:53 The Future of Coding and AI Integration

39:55 The Evolution of Software and AI Tools

43:53 The Canadian Tech Scene and AI Growth

LADRÃO DE QUADROS - Special Talks

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