Chris James Part 1: AI Power Demand

from AI, Energy and Climate Podcast · host The DSR Network

What forces are shaping the explosive growth in demand for electric power for AI? Do revenue projections for AI justify the massive scale of capital investment in data centers and electric power supplies? What can we learn from the boom-and-bust cycle in other new technologies? Join host David Sandalow as he discusses these and other topics in the first episode of a two-part conversation with Chris James, CEO and Founder of Engine No. 1, who brings more than 30 years experience investing in semiconductors and other technologies to this timely discussion. The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. Learn more about your ad choices. Visit megaphone.fm/adchoices

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This episode was published on March 31, 2025.

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