AI Capex: Can the Grid Keep Up with Genai? (part 2/2): BI/BNEF Replay

Second in a series of webinars hosted by Bloomberg Intelligence and BloombergNEF exploring the impact of the global AI data center build-out on industrial equipment and power demand. The rapid rise of generative AI is poised to dramatically reshape power consumption, with data-center electricity use potentially surging several-fold by 2030. As hyperscalers like Meta, Microsoft, Amazon, and Alphabet pour billions into GPU-intensive AI infrastructures, the critical question arises: can our current energy grid support this exponential growth? Join Bloomberg Intelligence and BloombergNEF on May 15 at 11 am EST for "AI Capex: Can the Grid Keep Up With GenAI?" We'll dive into how soaring energy demand from AI may accelerate renewable capacity expansions, boost earnings for solar and battery storage providers, and significantly boost natural-gas power generation. Yet, even as tech giants chase efficiency breakthroughs and shift more computing power onto edge devices to mitigate infrastructure stress, significant grid constraints loom — especially in the US. Could these limitations compel tech companies to reassess their aggressive capex strategies, shift operations to less constrained international markets, or double down on efficiency to ensure uninterrupted user experiences? Mandeep Singh, Rob Barnett, Helen Kou, and Nathalie Limandibhratha will explore these pivotal issues, discussing the intersection of technology ambition, infrastructure capability, and strategic adaptation.