Powering the AI Boom: Can Energy Supply Keep Up?

After years of relatively flat electricity demand, the power market is entering a new era. Artificial intelligence, cloud computing, electrification, and a wave of data-center development are driving surging demand — and raising a fundamental question: Can the power sector keep up?

As new generation faces equipment backlogs, rising costs, interconnection delays, and regulatory timelines, data-center developers are looking for ways to secure power, while investors and lenders weigh which projects can be built, financed, and brought online.

In this episode of Accelerating Energy, host Ken Irvin is joined by Xander Hector and Mario Manna of Houlihan Lokey to explore how AI and data-center demand is reshaping the value of generation and the financing markets. They discuss what makes projects bankable, how investors are distinguishing durable demand from speculative forecasts, and where the most significant constraints — and opportunities — may lie ahead.

Executive Producer: John Metaxas, WallStreetNorth Communications, Inc.