GROUNDBREAKERS 2025 | Prologis CEO & U.S. Secretary Burgum on AI, Infrastructure and Energy

In this special episode of Moving the World, recorded live at Prologis’ 2025 GROUNBREAKERS forum in Los Angeles, Prologis Co-Founder and CEO Hamid Moghadam and U.S. Secretary Doug Burgum sit down with Susie Gharib, anchor and senior special correspondent at Fortune, for a conversation exploring the link between U.S. energy policy, infrastructure strategy, national security and the rapid rise of AI. They explore how abundant, affordable and reliable energy underpins both economic growth and global competitiveness, and why permitting reform, baseload power and critical mineral supply chains are at the center of the debate. From the race to build AI data centers and small modular reactors to the challenges of transmission, renewables and geopolitics, this conversation highlights the difficult tradeoffs—and opportunities—shaping the future of U.S. infrastructure and energy. In this episode: Why energy abundance is central to both prosperity at home and national security abroad The role of nuclear, natural gas and renewables in meeting AI’s 24/7 power demands How permitting reform and faster project approvals could unlock new capacity The risks of supply chain dependence on China for critical minerals and solar equipment Why policy stability is essential for long-term investment in energy and infrastructure Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis.