In an episode of the Long Thoughts podcast, CIO Rob Richardson and colleague Bob Seidenschwartz of SG Long Financial interview Jennifer about her recent and ongoing work in energy, tech and new infrastructure. A video capture accompanies the edited podcast.
After an AI, Big Data conference, Atlanta Fed, Oct 1-2
a few highlights…(and a cool indie band)
The Interplay Between Energy and Tech
The bridge between AI and energy is still being defined. However, early developments indicate that AI's impact on the energy sector is considerable. For instance, power demand projections for AI data centers are increasing rapidly. "S&P projects an additional 50 gigawatts of data center capacity by 2028," she says. This growth in demand has led to innovative strategies from companies trying to secure reliable and sustainable energy sources.
Warren also emphasizes that traditional energy sources, particularly oil and gas, continue to play a vital role in this evolution. Natural gas, for example, remains a key component in meeting the rising energy demands of AI and data centers. "You've got to have the resources—natural gas, solar—you've got to have a feedstock for this power demand," she explains.
Energy Infrastructure and AI Growth
The capacity to integrate AI and meet energy needs can depend on regional energy infrastructure. Warren points out that different regions face unique challenges and opportunities. She references power regions like PJM (covering 13 states) and ERCOT (covering Texas) to explain the complexity of energy distribution and the challenges of connecting to the grid.