AI, Energy and Climate Podcast

The blue wave that swept America last week was especially strong in Texas. Democrats won every statewide office on the ballot and a majority of seats in the Texas House of Representatives. One of the major issues in the race was the data center buildout in Texas, which has been enormous and deeply unpopular. What impact will last week's elections have on the data center buildout in Texas? What policies should the Texas government adopt with respect to data centers? What are the implications nationally? Join host David Sandalow as he talks with University of Texas professor and leading energy expert Michael Webber to explore these questions. 

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Axios CEO and co-founder Jim VandeHei has spent more than a year using AI obsessively, finding it remarkably useful for writing and thinking. Yet he is deeply concerned about AI’s risks and the failure of leaders to prepare for the huge challenges created by AI. Join host David Sandalow as he and VandeHei discuss these topics and VandeHei's new book, Simplify, which offers practical advice on how to clarify priorities in a chaotic time.

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NVIDIA, the Silicon Valley-based company SPAN and a major homebuilder recently announced a partnership to deploy mini-data centers at homes around the US. By using existing grid capacity, the companies hope to close the speed-to-power gap by building networks of distributed compute capacity while cutting power costs for homeowners. Join host David Sandalow as he explores this exciting and innovative idea with Arch Rao, founder and CEO of SPAN.   

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The landscape of AI policy is changing rapidly. From a one year data center moratorium in New York to sweeping new energy laws in Thailand, it’s clear that governments around the world are exploring radical new approaches to artificial intelligence. AI, Energy and Climate host David Sandalow and Siliconsciousness host David Rothkopf join forces to examine the far-reaching debate over AI policy to examine what’s working and what the future might hold. 

This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC.

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Can AI help deliver access to reliable, affordable energy in emerging economies? The team at ZOLA Intelligence believes the answer to that question is yes. According to the company's website, ZOLA's platform "is engineered to solve energy inequality for billions of people by asserting that true energy access requires intelligence, not just hardware." Join host David Sandalow as he talks with Bill Lenihan, CEO and founder of ZOLA Intelligence, about the challenge of providing reliable, affordable energy and the company's innovative work around the world. 

This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC.

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Pope Leo sent some strong messages about AI in his 42,000-word essay last week. Is the Pope anti-AI? What risks and benefits of AI does the Pope highlight? What impact will the Pope's essay have, including with big tech companies? Join host David Sandalow as he explores these questions and more with Paolo Carroza, a Professor of Law at Notre Dame and Co-Chair of the Meta Oversight Board.

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The International Energy Agency just released a new report on energy and AI, updating its landmark report on that topic last year. The new report – called Key Questions on Energy and AI -- provides authoritative information on a wide range of topics including the growth in power demand for AI; the role of natural gas, nuclear power and batteries at AI data centers; the impacts of AI clusters on electric grids; and the future of physical AI such as robots and autonomous vehicles. Join host David Sandalow as he talks with the two lead authors of the report – Thomas Spencer and Siddharth Singh.

Show notes: IEA, Key Questions on Energy and AI (April 2026) --https://www.iea.org/reports/key-questions-on-energy-and-ai

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What impact is the war in Iran having on nuclear security? If President Trump ever follows through on his threat to "obliterate" Iran's largest power plants, what risks would that create at the Iranian nuclear power plant at Bushehr? What impact does AI have on nuclear security, as well as on energy innovation more broadly? Join host David Sandalow as he discusses these issues and more with former U.S. Energy Secretary Ernest Moniz, in a special episode of the AI, Energy and Climate Podcast recorded at CERAWeek. 

This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC.

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Lord Nicholas Stern, author of the landmark Stern Review on the Economics of Climate Change, recently released his new book The Growth Story of the 21st Century: The Economics and Opportunity of Climate Action. Along with Dr. Mattia Romani and other colleagues, he also published a paper in Nature last year on the role of AI in the climate transition. Join host David Sandalow as he talks with Stern and Romani about economic growth, climate change, AI and the energy transition.

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More than 35,000 people attended the recent India AI Impact Summit in Delhi, which featured speeches from more than 20 heads of state and dozens of technology company leaders including Sam Altman of OpenAI, Dario Amodei of Anthropic and Demis Hassabis of Google DeepMind. In this episode, host David Sandalow offers his reflections on the Summit and speaks with Arunabha Ghosh, President of CEEW, a leading Delhi-based public policy think tank. Ghosh offers his views on the Summit, data center construction in India and around the world and the role of AI in sustainable development, among other topics.  

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In a high-profile speech, Canadian Prime Minister Mark Carney recently declared "We are in the midst of a rupture, not a transition." US government officials and many others interpreted the comment to refer at least in part to the dramatic developments in US-Canada relations in the past year. Meanwhile, the US and Canadian energy systems are deeply interconnected. Join host David Sandalow as he talks with AJ Goulding, a leading power market expert based in Toronto, to discuss power prices, data centers, the future of coal and solar power, and the implications of US-Canadian tensions on the energy systems in both countries. 

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Electric utilities are not generally known as hotbeds of innovation. What would it take for electric utilities to become more innovative? What impact would that have on the adoption of AI technologies in the power sector? Can AI tools help control power price increases for households, instead of creating pressures for increased power prices due to data center demand? Join host David Sandalow as he discusses these topics and others with Sandy Grace, Vice President of US Policy and Regulatory Strategy at National Grid.

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Increasing power prices are a hot topic in the United States. Last week the Trump administration, eight Democratic governors and five Republican governors announced a plan to protect households in mid-Atlantic and Midwestern states from paying more for electricity because of electricity demand from data centers. Join host David Sandalow as he talks with Peter Fox-Penner, a leading expert on electricity markets, to discuss the causes of power price increases, the role of data centers, the recent bipartisan agreement in the PJM region, and more.  

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AI’s huge energy needs are getting enormous media attention. AI’s potential to make energy more secure, clean and affordable is getting less attention. What would it take for AI’s impact on the energy system to be net-positive? What would that mean exactly? What examples help show the potential for AI to make positive contributions to the energy system? Join host David Sandalow as he discusses these topics and a new report called From Paradox to Progress: A Net-Positive AI Energy Framework with one of the report’s lead authors -- Ginelle Greene-Dewasmes, AI and Energy Lead at the World Economic Forum.

https://www.weforum.org/publications/from-paradox-to-progress-a-net-positive-ai-energy-framework/

https://icef.go.jp/wp-content/themes/icef_new/pdf/roadmap/icef2025_roadmap.pdf

https://icef.go.jp/wp-content/themes/icef_new/pdf/roadmap/icef2024_roadmap_AI-Climate-Second-Edition.pdf

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How significant is data center water use? Is it tiny in relation to other sectors, significant in some water-stressed regions, or both? Can new liquid-based cooling technologies which (perhaps counter-intuitively) need less water than traditional air-based cooling technologies help? Join host David Sandalow as he discusses these topics and more with three coauthors of the new Sustainable Data Centers Roadmap -- Alexis Abramson (Dean of the Columbia Climate School), Julio Friedmann (Chief Scientist at Carbon Direct) and Angela Yuan (a master's degree  candidate at the University of Cambridge). 

ICEF Sustainable Data Centers Roadmap -- icef.go.jp/roadmap 

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Amory Lovins has been a leading thinker on energy policy for more than 50 years. Several months ago he wrote an article with the provocative title "Artificial Intelligence Meets Natural Stupidity." As the title suggests, Lovins is skeptical about AI in a number of respects – in particular about the electricity it will require. Listen as host David Sandalow talks with Lovins about AI power demand forecasts, the role of natural gas and renewables, AI in education, a proposal to require all payments to electric utilities by new large loads such as data centers to be bonded or insured, and more.\

Amory Lovins, Artificial Intelligence Meets Natural Stupidity (May 2025), https://integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extreme_energy_efficiency/files/media/file/data-centersaiel-dr-16-10-may-2025.pdf

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After a pause over the summer, we’re restarting the AI, Energy and Climate Podcast with a conversation between Jennifer Granholm, former U.S. Secretary of Energy and Governor of Michigan, and host David Sandalow. Sec. Granholm explains why she’s an “AI optimist,” sounds several notes of caution on AI and describes where she agrees and disagrees with Trump administration policies.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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Octopus Energy, a global technology and energy company, was founded in the UK 10 years ago with the goal of helping to transform electric utilities. It created Kraken, a cloud-based platform that helps utilities and their customers manage data from smart meters, electric vehicles, distributed energy resources and more. Join host David Sandalow as he talks with Nick Chaset, CEO of Octopus Energy US, about Octopus, Kraken, AI in the power sector, and strategies for combining grid flexibility and data center load growth.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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More than a billion people in the world live in energy poverty, with little or no access to electricity. Can AI help put an end to energy poverty -- or could it make the problem worse? Is there a risk of a new digital divide, with the US, China and Europe integrating AI into their economies while many nations in the Global South fall behind? Join host David Sandalow as he discusses these questions and more with Damilola Ogunbiyi, a top UN official and CEO of Sustainable Energy for All.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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Arun Majumdar is the inaugural Dean of the Stanford Doerr School of Sustainability at Stanford University and previously served as Founding Director of the Advanced Research Projects Agency-Energy (ARPA-E) and Chair of the Secretary's Advisory Board at the US Department of Energy. He is one of the United States' top energy experts and an accomplished institutional leader. Join host David Sandalow as he talks with Dean Majumdar about the AI work underway at the Doerr School, power demand for AI, AI's potential impacts on climate change mitigation, teaching in the AI era, and much more.

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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Thirty-two years after Jensen Huang founded NVIDIA, the company is at the center of the AI revolution and the third-most valuable company in the world. Jensen -- as he is known throughout his company and the IT industry -- is shaping the future of AI and countless applications of AI. In this episode, Jensen talks with host David Sandalow about how AI can help solve energy and climate problems, AI's power consumption, the intelligence infrastructure of the future, and more.

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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Can AI help discover new materials, leading to dramatic breakthroughs in clean energy technologies? In Episode #1 of our deep dive on this topic, host David Sandalow explored the potential for breakthroughs with Taylor Sparks, a professor at the University of Utah and host of the Materialism Podcast, and Colin McCormick, Principal Scientist at Carbon Direct, a professor at Georgetown University and author of the materials innovation chapter in the Artificial Intelligence for Climate Change Mitigation Roadmap (Second Edition). In this episode, David, Taylor and Colin discuss the barriers that must be overcome to realize that potential as well as possible risks. The episode ends with some interesting book recommendations by Taylor and Colin!

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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What could make dramatic, transformational changes in the fight against climate change? One answer -- breakthroughs in the materials sciences that result in even better and cheaper clean energy technologies. Can artificial intelligence tools help produce such breakthroughs? Join host David Sandalow for a deep dive into this topic with Taylor Sparks, a professor at the University of Utah and host of the Materialism Podcast, and Colin McCormick, Principal Scientist at Carbon Direct, a professor at Georgetown University and author of the materials innovation chapter in the Artificial Intelligence for Climate Change Mitigation Roadmap (Second Edition).

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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On April 10, the International Energy Agency released a major report on energy and AI. The report explores topics including electricity demand for AI, how AI is being used in the energy sector, AI’s role in accelerating energy innovation, the security implications of AI and greenhouse gas emissions from AI. Join host David Sandalow in conversation with Laura Cozzi, IEA's Director for Sustainability, Technology and Outlooks, who designed and directed this landmark report.

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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Alp Kucukelbir serves as Chief Scientist at Fero Labs, teaches two courses on AI and climate change at Columbia University, and wrote several chapters in the AI for Climate Change Mitigation Roadmap (Second Edition). Join host David Sandalow in a wide-ranging conversation with Dr. Kucukelbir as they discuss the use of AI in advanced manufacturing, educating students in the AI era, how to explain complex AI topics, and more.

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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The food system is responsible for almost a third of global greenhouse gas emissions. At the same time, climate change is dramatically affecting the food system. Can AI tools help? Or do they create risks and problems? Join David Sandalow as he talks about these issues with Cynthia Rosenzweig, winner of the 2022 World Food Prize, and Kevin Karl, lead author of the food system chapter in the ICEF AI for Climate Change Mitigation Roadmap (Second Edition).

Chapter 4, Food Systems -- ICEF Artificial Intelligence for Climate Mitigation Roadmap (Second Edition) (November 2024) -- https://www.icef.go.jp/wp-content/themes/icef_new/pdf/roadmap/2024/04_ICEF2.0%20Food%20Systems_stand%20alone.pdf

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.

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Join host David Sandalow and Chris James, CEO and Founder of Engine No. 1, as they discuss how to supply the rapidly growing demand for electric power in the United States, Engine No. 1's recent deals with Chevron and Crusoe Energy, and the role of AI in promoting innovation in energy technologies.

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. 

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What forces are shaping the explosive growth in demand for electric power for AI? Do revenue projections for AI justify the massive scale of capital investment in data centers and electric power supplies? What can we learn from the boom-and-bust cycle in other new technologies? Join host David Sandalow as he discusses these and other topics in the first episode of a two-part conversation with Chris James, CEO and Founder of Engine No. 1, who brings more than 30 years experience investing in semiconductors and other technologies to this timely discussion.

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. 

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Special Envoy Anne Bouverot was in charge of organizing last month's AI Action Summit in Paris for French President Emmanuel Macron. Several dozen heads of state, many prominent business leaders and thousands of people from around the world attended. Join host David Sandalow in a discussion with Special Envoy Bouverot about the AI Action Summit's objectives and outcomes, the growing focus on AI innovation over AI safety, and increasing investment in AI infrastructure in Europe

The AI, Energy and Climate Podcast is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. 

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Large language models are some of the most rapidly-adopted products in human history and are transforming workflows, education and much more. Can LLMs help in the fight against climate change? What risks do they create for the climate change challenge? Georgetown Professor Dan Loehr joins David Sandalow to discuss the role that LLMs can play in reducing emissions and helping adapt to climate change.

AI, Energy and Climate is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University’s Center on Global Energy Policy.

AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap. 

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