The AI Energy Boom—Will Supply Keep Up?

By Douglas McIntyre  •  February 16, 2025

Doug McIntyre and David Callaway discuss the rapid expansion of AI data centers and the massive energy demand they will create. With tech giants investing hundreds of billions into AI infrastructure, energy supply may struggle to keep up. They also touch on China’s DeepSeek AI, which briefly shook U.S. tech stocks by claiming it could operate more efficiently. As the AI race accelerates, energy availability could determine the winners and losers.