2025.12.31 | Can Jet Engines and Navy Reactors Solve the AI Power Crunch?

The energy transition has officially been superseded by a full-scale mobilization as the immediate load growth from artificial intelligence forces a massive expansion of the entire power system. This episode explores radical innovation in the sector, from Duke Energy’s "coal-to-nuclear" strategy to the "fast band-aid" of converting retired aircraft engines into jet engine turbines to meet surging demand. We analyze how software-driven models like virtual power plants are redefining utility business models and why customer data is becoming more valuable than the electrons themselves. Utility professionals will gain critical insights into navigating regulatory derisking and adopting an "all-of-the-above" technology approach to survive this AI-driven distortion.