Inside the AI Power Boom: Data Centers and the Grid - Sam Steyer (Halcyon)

Show Notes

Halcyon Head of Data Science Sam Steyer breaks down how AI is reshaping U.S. electricity demand driving a return to ~10% annual power-use growth after two decades of flat consumption. He compares hyperscaler capex to past telecom and oil booms, shows where data centers are straining the grid (from ERCOT to PG&E to Michigan), and highlights why interconnection bottlenecks and turbine shortages could define the next energy decade. From the Type I Summit hosted by 📍Presidio Bitcoin 🌐 More about the Type I Summit: https://type1summit.org/ Learn more: https://presidiobitcoin.com