Powering intelligence: Energy’s critical role in AI’s rise

What this episode covers

In Season 5 of “The Angle from T. Rowe Price”, listeners are invited to explore the forces redefining the global energy sector. From the enduring role of oil and gas, to the momentum behind renewables, nuclear solutions, and the surging energy demands of artificial intelligence. Join host Jackie Fortner as she welcomes leading analysts, portfolio managers, and industry experts to examine the critical trends shaping tomorrow’s energy landscape. In this episode, Vineet Khanna joins to explore the interplay between energy infrastructure and the accelerating growth of artificial intelligence. As AI drives a surge in electricity demand, the episode investigates the challenges and opportunities facing utilities and the wider power industry. From the need for significant investment in generation and grid modernization, to the evolving economics of electricity pricing, this conversation unpacks how the AI revolution could reshape the utility sector.

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