Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders Rahul Mewawalla, President & CEO, Mawson Infrastructure Group – Full Charge: Developing the energy and infrastructure to power the future of AI
Summary:
The rapid rise of AI is transforming industries at an unprecedented pace, creating both challenges and opportunities for innovation. With technology this powerful, pure progress is not enough. We have a responsibility to be intentional about about how we build it, power it, and use it, to ensure it drives positive outcomes and a more sustainable future.
Today, we're sitting down with Rahul Mewawalla, the President and CEO of Mawson Infrastructure Group, a rapidly evolving digital infrastructure services company that trades on NASDAQ under the symbol MIGI.
Rahul has been a CEO for over a decade, leading numerous technology companies, including household names like Yahoo, Nokia, and General Electric. Rahul has served on the boards of six NASDAQ-listed companies, two of which he chaired. He led San Francisco's Innovation and Technology Program in collaboration with the White House and the Executive Office of the President, served as a Special Government Employee with the U.S. Department of Defense, and was an advisor to Stanford University's Persuasive Technology Lab. Rahul has had a front-row seat to four major technology waves—the internet, mobile, cloud, and AI—giving him tremendous perspective on today’s rapidly evolving landscape
In this episode, Rahul explores how companies are joining forces to address AI’s soaring energy demands—and what it means for the future of digital infrastructure. He delves into the evolving partnership between technology firms and energy providers, the growing role of nuclear and carbon-neutral power in sustaining AI’s expansion, and why cross-industry collaboration is essential for long-term success.
Highlights:
- Rahul discusses what initially drew him to digital infrastructure (3:18)
- Mawson’s strategic shift from cryptocurrency mining to AI infrastructure (6:01)
- Key components and functions in an AI technology stack (8:34)
- Rahul's perspective on the transformative AI wave and growing investment around it (11:29)
- Rahul describes what the PJM market is (13:44)
- Investment in nuclear energy (15:30)
- Rahul discusses Mawson’s management team and leadership strategy (17:50)
- Mawson’s announcement of a major AI co-location agreement (19:51)
- Rahul explains why industry collaboration is essential for scaling AI infrastructure (21:49)
- Mawson's total addressable market and maintaining a competitive edge (23:25)
- How Rahul balances leadership and innovation (24:58)
- The future innovations and business opportunities Rahul sees for Mawson (26:53)
Links:
Rahul Mewawalla on LinkedIn
Mawson Infrastructure on LinkedIn
Feedback:
If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.