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AI isn’t being throttled by chips. It’s being throttled by electricity.

In this episode of The Electrify Everything Show, we unpack the emerging power land-grab behind the AI boom—and why the real competitive advantage is no longer just compute, capital, or real estate… it’s deliverable megawatts.

The U.S. Energy Information Administration expects U.S. electricity consumption to hit record highs again—4,199 billion kWh in 2025 and 4,267 billion kWh in 2026—with growth driven in part by large customers like data centers, alongside broader electrification. Meanwhile, U.S. data centers already consumed about 183 TWh in 2024 (just over 4%of U.S. electricity use), with projections rising sharply by 2030. Globally, the IEA projects data-center electricity demand could roughly double to ~945 TWh by 2030 in its base case.

But here’s the part most people miss: you don’t “just add power.” The bottleneck is often interconnection—the studies, upgrades, substations, transformers, timelines, and politics required to connect new massive load safely. Grid operators are reacting in real time. PJM, for example, has forecast 32 GW of peak load growth from 2024 to 2030, with the bulk driven by data centers, and has launched accelerated processes to address the reliability and affordability implications of large load additions.

In plain English: the interconnection queue is the new oil—and the next decade’s winners will be the ones who can secure power, prove flexibility, and fund upgrades without dumping private costs onto public ratepayers.

In this briefing-style episode, you’ll learn:

• Why AI turns electricity into the limiting factor (and why “4%” is already a big deal)
• What “interconnection” really means—and why it’s where projects get stuck
• Why transmission, substations, and transformers can matter more than new generation
• The new hierarchy of winners: flexible load, phased ramps, on-site capability, smart siting
• What policymakers, utilities, developers, and normal businesses can do right now

If you work anywhere near energy, AI, real estate, infrastructure, or fleet electrification—send this episode to one person who needs to understand what’s coming. One share beats a thousand likes.

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Its time to get back on the horse! Welcome to Episode One of Season 2.

This is The Electrify Everything Show, brought to you by our key sponsor Invisible Urban Charging. IUC is a world leader in EV charging infrastrcuture as a service.  If you need an EV charging solution but don't want to use your own capital, we have the solution for you!

On your show today we cover - Toyota: Their latest efforts to stay in the game, new research on how traditional ICE cars can harm living beings just by breathing, the Oracle of Omaha, Warren Buffett, makes another brilliant bet – BYD, The World Economic Forum's recent report on the need for millions of public level 2 chargers in the US by 2030, The Church of England's surprising move and its global implications, The UK Government's pivot on Net Zero goals, The State of the Union: Why Tesla could emerge as a big winner amidst ongoing union strikes in the US. And finally, the moment you've all been waiting for – an inside look at what we've been up to for the past three years!

Here's the links to the Now You Know interview and review:

https://www.youtube.com/watch?v=t7NxsWv-wQk&t=2155s

https://www.patreon.com/NowYouKnow/posts

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This is The Electrify Everything Show, brought to you by our key sponsor ChargeSmart. ChargeSmart can now provide you a full suite of solar, EV charging and even Tesla power wall batteries. On grid or off grid, we can help you lower your power bills and take back control.

On your show today Emme and I have an open discussion about the different perspectives between men and women when it comes to EV charging and marketing of new vehicles, what the NZ budget (appears) to hold for the environment and EVs, and some new EVs coming down the pipeline,

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Jonno Leonard, a self-confessed scooter geek, Aucklander and someone who practices what he preaches! We cover:

1. Sharing versus owning
2. Speed limits & 90km Scooters
3. Why the bike lane and a helmet are best
4. The ins and outs of scooter options

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Oli Krollman, a Hyundai Ioniq owner, Northlander and a man convinced that price-parity is a pipe dream! We cover:

1. Air quality
2. Price parity - why this isn't realistic
3. German engineering
4. Making the environment better

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Jez Thomas, a Zero Motorcycle owner and rider, Wellingtonian, and thoughtful environmentalist! We cover:

1. Electric motorbikes - what it's really like to own one
2. Restomodding old vehicles
3. Carbon footprinting and why this isn't the driver behind EVs
4. Thoughtful consumerism

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Richard Yoakley, a small business owner, EV owner and driver and a self-confessed EV sceptic! We cover:

1. Short-range EVs - why they can be impractical
2. Affordability
3. Why towing is important
4. Electricity generation globally

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Tony McConnochie, an old mate of mine based in the UK and looking to make the shift to electric. We cover:

1. AC versus DC
2. Battery size and why it matters
3. Battery maintenance
4. EV charging etiquette 
5. Mental fast EVs

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Dave McCoid, Editor/Director at Long Haul Publications:

1. Truck electrification
2. The impact of COVID-19 on truck driver numbers
3. The future of autonomous trucks
4. Why Dave got into trucks as a child
5. What the big truck brands are working on and predicting

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This is The Electrify Everything Show, brought to you by our key sponsors ChargeSmart and BreakPoint Consulting. Where ChargeSmart can help with all your EV charging needs, BreakPoint can help you win Government funding applications, and lower your energy costs.

On your show today we feature a good chat with Paul O'Connor, GM at OEM Audio covering:

1. An insiders view of China's COVID-19 recovery
2. How you go from military policeman to car dealer
3. The importance of safety when buying EV chargers
4. How to cram a 47kWh battery into a 2015 Nissan Leaf
5. A wide-ranging EV chat!

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