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In this episode, we're joined by Joseph Majkut, Director of CSIS' Energy Security and Climate Change Program, to take an in-depth look at energy's role in AI. We explore the current state of the U.S. electrical grid (11:34), bottlenecks in the AI data center buildout (43:45), how U.S. energy efforts compare internationally (1:16:06), and more.
Joseph has co-authored three reports on AI and energy: AI for the Grid: Opportunities, Risks, and Safeguards (September 2025), The Electricity Supply Bottleneck on U.S. AI Dominance (March 2025), and The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030 (March 2025).
By Center for Strategic and International Studies5
3939 ratings
In this episode, we're joined by Joseph Majkut, Director of CSIS' Energy Security and Climate Change Program, to take an in-depth look at energy's role in AI. We explore the current state of the U.S. electrical grid (11:34), bottlenecks in the AI data center buildout (43:45), how U.S. energy efforts compare internationally (1:16:06), and more.
Joseph has co-authored three reports on AI and energy: AI for the Grid: Opportunities, Risks, and Safeguards (September 2025), The Electricity Supply Bottleneck on U.S. AI Dominance (March 2025), and The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030 (March 2025).

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