IQT Explains: Why Electricity Is America's AI Bottleneck ft. Emerald AI

The US is racing to build AI infrastructure, but is the grid ready to keep up?Russell Ross is joined by Varun Sivaram, founder and CEO of Emerald AI, to explore why electricity, not chips or land, is the binding constraint on America's AI buildout. Varun explains how Emerald's Conductor platform makes data centers flexible, controllable power assets, unlocking existing grid capacity so more AI infrastructure can come online faster, without costly new transmission or higher bills for local communities.The conversation covers what it takes to build trust with utilities, regulators, and communities; how power-flexible AI can turn data centers from perceived villains into local assets; and why the same technology that speeds grid connections at home is also dual-use, from naval vessels to forward operating environments, making it a critical capability for the national security mission.