

AI, Energy and Climate: Chris James Part 1: AI Power Demand
Mar 31, 2025
Join Chris James, CEO and Founder of Engine No. 1, as he discusses the surging demand for electric power driven by AI's explosive growth. With over 30 years in semiconductor investment, he sheds light on the challenges of sustaining energy supply for data centers. Topics include the impact of AI on energy infrastructure, the Jebbins paradox related to efficiency and consumption, and the importance of navigating regulatory changes to stabilize power pricing. This conversation highlights the critical intersection of technology and energy for future competitiveness.
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Growing Power Demand for Data Centers
- Data centers and AI require substantial, growing power supplies, adding to existing demand.
- This increasing demand creates a gap between available power and the required power for data centers.
24/7 Power Needs of AI Compute
- Classic data center demand shows some daily variance, potentially aligning with future battery storage solutions.
- AI compute, especially training, necessitates constant 24/7 power due to its critical nature.
Jevons Paradox and AI Compute Demand
- Jevons paradox suggests that increased efficiency in computing may lead to higher demand, not less.
- Chris James believes demand for AI compute will continue to grow despite efficiency gains.