Powering AI: who wins when demand outpaces the grid?
Pritimukta Sarangi, Group Director - Sustainability and Technology, Princeton Digital Group
Stephanie Diaz, Technology & Innovation Senior Associate, Bloomberg New Energy Finance
Jeffrey A. Smidt, Senior Vice President, TIC – Industrial, UL Solutions
Aaron Johnson, Senior Vice President, Local Customer & Community Engagement and Chief Sustainability Officer, PG&E
Adrian Varga, Senior Policy & Market Strategist – Americas, ACT Group
Moderated by Heather McGeory, Vice President, Energy and Sustainability, CoreWeave
Event by: Climate Group
Event format
In-person
Event duration
Language
English
AI is accelerating electricity demand while reshaping who has access to power and on what terms. As data centres scale rapidly, they are competing with industry, transport, and cities for clean, affordable electricity. The challenge is no longer understanding the strain; it’s managing the trade-offs between speed, cost, and sustainability in a constrained system.
This shift is redrawing the boundaries of the energy market. From private power deals and grid
prioritisation to AI-enabled optimisation and 24/7 carbon-free electricity, new models are emerging fast. Power is becoming the dividing line; who secures it, how it is delivered, and who is left behind.
When demand outpaces the grid, who wins?