Felicia Aminoff, an analyst from BNEF’s Grids and Utilities team, sheds light on the future of power grid investments. With $326 billion poured into grids in 2023, she discusses the urgent upgrades needed due to growing energy demands driven by AI and climate change. The conversation delves into how data centers are impacting power needs and strategies to shield grids from extreme weather. Additionally, Aminoff addresses the backlog of renewable energy projects and compares investment strategies across different regions, highlighting the contrasts between the US and Europe.