Inside the AI power wars
Episode Date: July 9, 2026For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Goog...
Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
253 episodes transcribedFor those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Goog...
One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (S...
Electric transmission development is notoriously difficult, and these days, NIMBYism gets the brunt of the blame. But as data center loads surge and e...
While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening....
In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like...
While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this epi...
Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to G...
For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s histo...
While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely ove...
Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Rob...
As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are reth...
As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In...
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 b...
As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they cou...
In 2025, the clean energy market navigated a mix of shifting tariffs, evolving FEOC compliance rules, and uncertainty around tax policy. On the surfac...
Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical chok...
Battery markets have a pattern: They boom, capital floods in, prices collapse, and then the cycle starts again. So as storage becomes more important...
The nuclear power sector is gaining a lot of momentum. But even as SMRs continue to flourish, the Department of Energy’s reactor pilot program moves f...
Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply c...
As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable gen...