Stephen Chapchinski

Stephen Chapchinski, a Bloomberg energy reporter, dives deep into the urgent turbine shortages affecting power generation due to skyrocketing AI-based electricity demands. He highlights the potential $400 billion risk to planned power plants and discusses how wealthier nations can pivot to renewables, while emerging economies might revert to coal. The conversation also touches on regional disparities in energy supply choices and the implications for gas-fired power plants as the backbone of reliability amid growing data center needs.