In this special episode of Moving the World, recorded live at Prologis’ 2025 GROUNBREAKERS forum in Los Angeles, Prologis’ Chief Energy and Sustainability Officer Susan Uthayakumar is joined by Joseph Dominguez, president and CEO at Constellation, and Rebecca Kujawa, former CEO of NextEra Energy Resources, to look examine the growing collision between AI’s energy demands and the future of the grid.  

With data centers and manufacturing ramping up power needs at unprecedented levels, they explore how nuclear, renewables, storage and natural gas all fit into the equation—and what it will take to expand transmission, reform permitting and bring public and private players together. From hyperscalers signing long-term nuclear contracts to the role of AI in balancing peak demand, the conversation highlights the challenges and opportunities facing utilities, policymakers and businesses. 

In this episode: 

• How AI and large-scale manufacturing are driving historic increases in electricity demand 
• The role of nuclear power, renewables, storage and natural gas in maintaining grid reliability 
• Why permitting reform and transmission investment are critical bottlenecks 
• How AI-enabled demand response could function like “virtual nuclear plants” 
• The balance between decarbonization, affordability and national security 

Disclaimer: The views and opinions expressed in this podcast are those of the guests and do not necessarily reflect the official policy or position of Prologis.