Ian Berryman - Head of Energy Systems Modeling, BNEF. Tracked across 16 mentions in podcasts and expert conversations analyzed by Sonic.
Approximately three-quarters of the world's population lives in countries that are net importers of energy.
The primary bottleneck for meeting the power demand of AI data centers is the ability to build out grid infrastructure and connect new generation, rather than the availability of chips.
Large technology companies have the financial resources and track record to secure a majority of the limited global supply of new gas turbines for their data centers.