AI data centres are consuming electricity at unprecedented rates, creating anxiety about grid stability, power bills, and backsliding on climate progress by firing up natural gas generators to meet demand.

But done right, this load growth could actually make electricity cheaper, accelerate grid modernization, and pull forward technologies that weren't economically viable two years ago.

We talk to Sam Hasty, a Partner at early stage climate tech fund Active Impact Investments, about what’s actually happening with data centre energy demand, why load growth could actually lower electricity prices, and what it takes to sell to risk-averse utilities.

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Links

• Lawrence Berkeley study
• ThinkLabs
• The Power Law
• eBoys
• The Courage to be Disliked