
Episode #17
The Race for Energy with Daniel Poneman
Artificial intelligence is tranforming the global race for energy. After decades of relatively flat electricity demand in the United States, the rapid expansion of AI and data centers is creating an extraordinary new appetite for power. By 2030, U.S. data centers alone could require tens of gigawatts of additional electricity, the equivalent of dozens of larger nuclear power plants. Where will all that energy come from? And can the United States build the infrastructure needed to produce it fast enough? In episode 17 of The Transponder , host Samuel George speaks with Daniel Poneman, former U.S. Deputy Secretary of Energy and longtime national security official, about a rapidly changing global energy landscape. From natural gas and nuclear power to critical minerals and vulnerable supply chains, Poneman argues that the United States will need an enormous expansion of energy infrastructure to meet rising demand. He makes a particularly strong case for a revival of American nuclear power, while warning that new infrastructure cannot succeed without the support of the communities asked to host it. Looming all over this is China. As the United States and China compete for leadership in artificial intelligence, their ability to generate energy, and build the infrastructure that delivers it, could become a decisive strategic advantage. Is the race for artificial intelligence becoming a race for energy?






