Keeping the Lights On in the AI Era with DOE's Alex Fitzsimmons

Electricity demand is surging—and DOE's Alex Fitzsimmons argues that the country's ability to "keep the lights on" is now inseparable from how fast we can expand energy infrastructure, how we manage affordability, and how seriously we treat security. In this conversation with Frank Cilluffo, Fitzsimmons, the Acting Under Secretary of Energy and Director of the Office of Cybersecurity, Energy Security, and Emergency Response (CESER), frames "energy dominance" as a practical governing problem: meet rapid load growth (including from AI and data centers), avoid reliability shortfalls, and do it in a way that doesn't push unacceptable costs onto everyday Americans. Main Topics Covered AI- and data center-driven demand growth Affordability and "ratepayer protection" Resource adequacy and reliability risk OT security and critical infrastructure stakes Supply chain risk and security vs speed Key Quotes "Privacy, data breaches, all of these things are important. They matter. They matter. But OT matters more. Keeping the lights on matters more." — Alex Fitzsimmons "These tech companies recognize that for their technology to be politically and economically viable, that the American people cannot be shouldered with the burden of new data centers." — Alex Fitzsimmons "We were set to lose 100 gigawatts of reliable dispatchable generation by 2030, at the same time that we may need to build 100 gigawatts of generation and associated infrastructure to win the AI race." — Alex Fitzsimmons "We have to [build supply] securely. So we can't sacrifice security for speed." — Alex Fitzsimmons "[AI-FORTS] is focused on 3 things: secure the energy system from AI, secure it with AI, and secure the AI itself." — Alex Fitzsimmons Relevant Links and Resources DOE's CESER Office DOE's Genesis Mission  DOE 2025 resource adequacy report NERC; RTOs and ISOs (mentioned in the episode; link not provided) Guest Bio Alex Fitzsimmons serves in the Trump Administration as the Acting Under Secretary of Energy at the U.S. Department of Energy (DOE), where he spearheads DOE's energy dominance mission and oversees a broad portfolio of offices advancing affordable, reliable, and secure energy for the American people. He also serves as Director of DOE's Office of Cybersecurity, Energy Security, and Emergency Response (CESER), leading efforts to safeguard the nation's energy infrastructure against evolving cyber and physical threats and strengthen resilience across critical energy systems.