The race for AI supremacy is dramatically increasing electricity consumption, as hyperscalers, such as Microsoft, Google and Amazon, invest heavily in expanding data center capacity—straining an already outdated U.S. energy grid. In this episode, recorded live at our NOW conference in Austin, Brown Advisory's Katherine Kroll sat down with three experts—Dr. Brian Spears, Dr. Michael Webber and Alex Hernandez—to explore critical questions, including: Is the data center expansion exaggerated? How will it impact the energy transition? What role will nuclear energy play? What are the national security implications?

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