S3E14 - How Clean Energy Could Prepare for an AI Bubble

The boom in artificial intelligence has become entangled with the clean energy industry over the past 18 months. Tech companies are willing to pay a lot for electricity — especially reliable zero-carbon electricity — and utilities and energy companies have been scrambling to keep up.

But is that boom more like a bubble? And if so, what does that mean for the long-term viability of AI companies and data center developers, and for the long-term health of decarbonization? 

On this week’s Shift Key, we’re talking to Advait Arun, a senior associate for capital markets at the Ce...