Hardware Podcasts

Five big questions about the future of energy

Catalyst · 23 Oct 2025 · 44m

What this episode covers

Andy Lubershane, head of research and partner at Energy Impact Partners, joins host Shayle Kann to discuss five critical questions regarding the future of energy driven by AI data center load growth. They analyze the uncertainty in power demand forecasts, identifying algorithmic efficiency gains and on-device inference as potential disruptors to the current supply crunch. The conversation covers the likely consolidation of nuclear reactor designs, the slow scaling of enhanced geothermal projects like Fervo’s Cape Station, and the challenges facing grid-enhancing technologies such as advanced conductors and dynamic line ratings.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Energy Impact Partners, Fervo, Westinghouse, Hitachi, EnergyHub, NG, Sequoia, GE, Mitsubishi, Siemens, Oakley, New Scale, Scale Microgrids, Stripe
Products
Cape Station, AP1000, BWRX-300, Deep Seek
Also
David Conn

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