Peter Nulsen, Managing Director at Generate Capital, Mike Kramer, Executive at Constellation, and Dawn Owens, Executive at Fervo Energy, dive into the evolving landscape of energy infrastructure in the age of AI. They discuss the growing uncertainty around data center load and its impact on energy project financing. The conversation highlights risks in energy capital structures, how AI might drive demand for clean technologies like geothermal and nuclear, and the innovative Clean Transition Tariff designed to enhance renewable energy contracts.
