While the history of artificial intelligence is long, ChatGPT’s public launch in late 2022 captured the world’s attention and pushed AI to the top of business and political agendas. Just a few years later, AI has evolved into an industry worth trillions of dollars that is already transforming how we live and work. Yet any conversation about the future of AI inevitably leads to the topic of energy.

In this episode, host Dan Hewitt speaks with Thomas Spencer and Siddharth Singh, lead authors of the IEA’s groundbreaking new report, Energy and AI. They unpack why the huge expectations for AI hinge on meeting fast-growing demand for electricity from data centres, and how the IEA developed authoritative global projections for AI’s energy demand over the next decade. They also describe the ways AI is already transforming the energy sector, as well as AI’s implications for energy security and global emissions.