Episode 830

830: Inside the AI Power Race: How Data Centers & Renewables Will Shape the Grid [Expert Panel]

Published on: 1st July, 2025

The AI boom isn’t just reshaping tech—it’s redefining the energy grid.

As data center demand skyrockets, clean energy providers are scrambling to keep up with unprecedented power needs, speed requirements, and reliability expectations. In this special live panel, hosted by Jessica Fishman of Kiterocket, we hear directly from leaders at Equinix, Clayco, QTS, and MGM Transformer—key players shaping the future of power-hungry infrastructure.

From fuel cells as primary power sources to grid-forming transformers and liquid-cooled AI campuses, this conversation dives deep into what’s working, what’s failing, and what’s coming next at the intersection of data, power, and renewables.

🔍 You’ll learn:

🔹 How the AI arms race is driving data center energy innovation

🔹 Why grid constraints are forcing new collaboration models

🔹 What roles geothermal, hydrogen, and district energy loops might play

🔹 Why the energy transition may stall without workforce and regulatory breakthroughs

If you work in clean energy, utilities, or digital infrastructure, this episode offers a front-row seat to one of the most urgent—and opportunity-rich—conversations happening today.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

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Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

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About the Podcast

SunCast
Your resource for developing a clean energy or climate tech career
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy.

SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs.

SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world.

Featuring over 600 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more.

You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia

...or view the full archive of SunCast episodes here: https://mysuncast.com/suncast-episodes