The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting for Canadian West Coast LNG, and the Pope's theological document warning about AI.

Next, Peter and Jackie introduce this week's guest, Marc Spieler, Senior Managing Director for the Global Energy Industry at NVIDIA, joining from Houston, Texas, to discuss the latest developments at the intersection of AI and energy.

Energy and AI are deeply interlinked. Energy companies are using AI to improve efficiency across oil and gas, renewables, and emerging sources such as next-generation fission and fusion. At the same time, AI's explosive growth is driving significant new electricity demand, requiring a build-out of both generation and grid infrastructure.

Predicting future power demand from AI remains uncertain; it depends on the pace of adoption and whether GPUs, along with other delivery components of the digital infrastructure stack, will become more efficient over time. Marc highlights that data centres are becoming more flexible, with the ability to reduce consumption during periods of grid stress. This would allow new data centre capacity to be added without straining the grid, while also lowering costs for all power consumers by improving system utilization during off-peak periods.

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