Hyperscalers' Impact on Demand and Stock Performance

Electricity demand is exploding, fueled by the rise of artificial intelligence and an unprecedented wave of data center construction. Some experts warn the U.S. grid won’t be able to handle it. But Scott Strazik, the CEO of GE Vernova, says his company can deliver. On this episode of Bold Names, Strazik joins the WSJ’s Christopher Mims and Tim Higgins to talk about leading GE’s energy spin-off through its blockbuster first year, how gas turbines have become Silicon Valley’s hottest commodity, and whether nuclear can help power the future.

To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.

Check Out Past Episodes:

Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast'

The Google-Backed Startup Taking on Elon Musk in Humanoid Robotics

This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung

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Read Christopher Mims’s Keywords column.Read Tim Higgins’s column. 

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