Ep. 13 | Is Power Becoming AI’s Biggest Constraint?

Power is rapidly becoming one of the defining constraints on AI infrastructure growth. While demand for compute can increase almost overnight, new power generation and transmission infrastructure can still take years to develop.In this episode, energy infrastructure expert Andrii Garanin explores why the electricity grid is struggling to keep pace with AI. Drawing on more than 20 years of experience across solar, wind, gas, storage and large-scale energy infrastructure, he discusses the growing disconnect between the speed of data centre development and the infrastructure required to power it.From interconnection queues and flexible demand to battery storage and grid-interactive data centres, Andrii examines how operators can rethink their relationship with power as AI drives increasingly intensive and unpredictable workloads.