Wake Up to Money That's the ticket!
Nov 13, 2025
Jago Glucina, Managing Director at Luminance, discusses AI's energy demands and the push for renewable power in the tech industry. Anna MacDonald, an investment manager, highlights how energy costs shape global AI competitiveness and examines SSE's major grid investments. Chris, a small business owner, shares the hardships his construction firm faces due to high borrowing costs. Finally, Olivier Award-winning producer Patrick Gracie advocates for regulating secondary ticket sales to protect theatre-goers and artists from excessive pricing.
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AI's Growing Energy Demand
- AI workloads are energy-intensive and demand is growing as companies analyse millions of contracts daily.
- Leaders are investing in renewables and expect AI to help reduce emissions over time.
Energy Costs Shape AI Competition
- Energy cost is a decisive factor for tech competitiveness and gives China a cost advantage in AI development.
- High domestic energy prices can limit which countries lead in AI infrastructure investment.
Grid Investment Attracts Investors
- SSE's £33bn grid upgrade is funded by equity and debt and appeals to investors because grid returns are regulated and predictable.
- Large infrastructure plans can raise share prices despite long timelines due to predictable future revenue streams.