Mark's Morning Call: Real Time. Real Markets

E7. Energy Fuels AI, AI Empowers Energy


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Many people know AI is power-limited — but few realize how this challenge is creating massive new investment opportunities. What energy sources are driving the AI boom? How can AI itself empower the energy transition? And what does this mean for investors, innovators, and the global shift toward sustainability?

In this episode, Mark is joined by energy expert Joseph Jacobelli to unpack the powerful intersection between AI and energy. Together, they explore how AI’s surging demand is reshaping global electricity use, how data centers are becoming the new energy giants, and how renewable technologies are evolving to meet these challenges.

The conversation dives deep into the transition from fossil fuels to clean energy, the financing hurdles for large-scale renewable projects, and how AI can optimize grid efficiency, energy storage, and long-term sustainability.

💡 Key Takeaways


  • AI’s explosive growth is reshaping the global energy landscape.
  • Data centers consume massive power, driving infrastructure investment.

  • Renewables are essential for long-term sustainability and stability.

  • AI technologies help optimize energy generation and usage efficiency.
  • Financing clean-energy projects requires patience and scale.

  • Small modular reactors (SMRs) could redefine future power generation.

  • Energy storage innovation makes renewables more reliable.

  • Global electricity demand continues to rise, especially in emerging markets.

    • The UK leads in wind-power generation as part of its clean-energy mix.
    • The future of energy is AI-driven, tech-enabled, and investor-powered.


  • 🗣️ Sound Bites

  • “AI’s demand reshapes energy.”
  • “The world of fossil fuels is dying.”

  • “Data centers are the new energy giants.”

  • “AI can help modernize the grid.”

  • “Renewables provide stable cash flow.”
  • “Global shift to clean energy is unstoppable.”

  • ⏱️ Chapters00:00 – Introduction to AI and Energy02:38 – Data Centers and Energy Demand06:44 – Renewable Energy and Sustainability18:31 – The Global Shift Toward Clean Energy20:58 – The Role of AI in Energy Transition23:28 – Conclusion & Future Insights

🧠 Keywords AI, clean energy, renewable energy, data centers, energy demand, sustainability, Joseph Jacobelli, investment trends, small modular reactors, global transition, tech innovation, power efficiency, energy financing, AI and energy, Mark Coggins, InvestUp Challenge


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Mark's Morning Call: Real Time. Real MarketsBy markmorningcall