# Varun Sivaram

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The trillion-dollar collision between AI and the grid

The rapid rise of AI has sparked a multi-trillion-dollar collision between our aging power grid and massive, energy-hungry AI "factories."  Unlike traditional cloud data centers, AI training workloads are incredibly dense and volatile, capable of spiking or dropping power demand in milliseconds an…

Is your electric bill about to go up? with Asim Z. Haque

The grid powering millions of homes and businesses on the East Coast was never built to handle the surging demand from data centers and the AI boom. So what happens when the system designed to carry that load starts falling behind and consumers start seeing rate hikes? In this miniseries finale, Sh…

AI CEO Series: Dr. Varun Sivaram

This episode of our AI CEO series looks at the potential for AI capabilities to address one of AI's largest challenges – energy availability. Dr. Varun Sivaram, founder and CEO of Emerald AI, joins host Eric Hanselman to explore how greater flexibility is AI workloads can unlock unused capacity. Tr…

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 …

Making data centers flexible so they can serve the grid rather than stress it out

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe Typically, AI data centers are large, inflexible loads that the grid has to build around, which is one reason utilities take so long to connect them. Emerald…

Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI

San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta settling its $18 billion social media addiction lawsuit. We also talk with UBS Head of AI Semiconductor Research Tim Arcuri about Nvidia’s quarterly earnings and the inference chip market, and Emerald AI CEO Varun …

Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26

Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the d…

Best of August 2026

Volts published eight conversations in August — with two Idaho state legislators, a grid cybersecurity expert, the architect of Uruguay's energy transition, an EV charging exec, and more — which is a lot for anyone to listen to. We've rounded up the highlights into a single hour. Enjoy! Chapters: 0…

Newsom Signs Order Requiring AI Labs Develop ‘Kill Switch’

Insight & analysis on the White House and Capitol Hill Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF. California Gov. Gavin Newsom said artificial intelligence systems will face a slew of new safety and security standards as he pushes for leading companies to develop an AI…