Just a handful of tech companies plan to spend nearly $700 billion combined this year investing in artificial intelligence — and much of that money will go to data centers and the energy used to keep them on. How is this boom transforming the American energy system, and what does it mean for clean energy?

On this episode of Shift Key, Rob is joined by Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta from 2014 to 2024. They discuss why data center developers opt for certain energy sources over others, why AI is driving an unprecedented off-grid natural gas boom, and why batteries now pair especially well with gas. Yikes!

This conversation was originally recorded for a webinar hosted by Heatmap Pro. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.

You can find a full transcript of the episode here.

Mentioned:

Breaking Down the Doomsday AI Memo That Spooked Markets

​Inside Form Energy’s Big Google Data Center Deal

The New York Times on AI’s polling problems

Previously on Shift Key: What’s Really Holding Back New Data Centers

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This episode of Shift Key is sponsored by …

Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. today to see the premier intelligence platform for project permitting and community engagement. Book a demo today to see the premier intelligence platform for project permitting and community engagement.

Music for Shift Key is by Adam Kromelow.

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