EP. 138 · 10.31.2026 · 1:24:12
AI'S HUNGER FOR POWER: ENERGY, GRIDS, AND THE NEXT DECADE
with Priya Raman
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EPISODE BRIEF — EP. 138 · AI'S HUNGER FOR POWER: ENERGY, GRIDS, AND THE NEXT DECADE Guest: Priya Raman · Published: 10.31.2026 · Duration: 1:24:12 【OVERVIEW】 Priya Raman draws the through-line from AI datacenter build-outs to the global power grid — why the next decade of frontier models is decided at the substation, and where the energy bottleneck lives. 【KEY TAKEAWAYS】 1. Why energy is the hidden constraint on AI progress 2. Nuclear's quiet return: SMRs and the datacenter co-location boom 3. The grid as AI policy: who gets the compute? 【CHAPTERS】 00:00 — Why energy is the hidden constraint on AI progress 30:00 — Nuclear's quiet return: SMRs and the datacenter co-location boom 1:10:00 — The grid as AI policy: who gets the compute? 【TOPICS】AI Energy · Data Centers · Infrastructure 【WATCH】https://thedaopod.com/episodes/ep-138-energy-empire
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THE CONVERSATION
Priya Raman draws the through-line from AI datacenter build-outs to the global power grid — why the next decade of frontier models is decided at the substation, and where the energy bottleneck lives.
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EP. 138 · AI'S HUNGER FOR POWER: ENERGY, GRIDS, AND THE NEXT DECADE
Priya Raman draws the through-line from AI datacenter build-outs to the global power grid — why the next decade of frontier models is decided at the substation, and where the energy bottleneck lives.
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ON THE ROUNDTABLE
AI Infrastructure & Energy Strategist
Advises governments and hyperscalers on the build-out of next-gen AI power infrastructure. Maps the collision between datacenter demand and grid capacity.
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0:00 · Why energy is the hidden constraint on AI progress
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