Ed Elson

In fact, residential prices could rise 15 to 40 percent over the next five years.

As a result,

14 states are considering moratoriums on data centers.

So this leaves us with a multi-trillion dollar question.

And that is, can the AI build-out actually happen the way Wall Street hoped that it would?

To discuss this, we're joined by a panel of experts, Jigar Shah, former director of the Loan Programs Office at the US Department of Energy, and also John Perrella, CEO at Terraflow Energy.

Jigar and John, thank you so much for joining me.

Jigar, I'll start with you.

When you look at the AI build-out right now and sort of the obstacles that are in its way between compute, between people's feelings and political sentiment towards the technology, and then also energy, what do you consider to be the most important obstacle, the thing that's most in its way?

Right.

Yeah, John, I mean, this is coinciding, this conversation, with some pretty significant news about OpenAI, which is that OpenAI missed its revenue targets last year, reportedly.

Same with its user targets.

And it reminds me of a lot of the promises that they have also been making.

My understanding is that they were going to build

30 gigawatts worth of compute by the year 2030.

I think they've built, I want to say two gigawatts so far.

I mean, the point being, it seems like that company specifically is probably guilty

in particular, of this over-promise, under-delivered dynamic that Jigar is talking about?

I wonder if you have any thoughts on that.

Well, John, I guess— Just trying to be a little bit more family-friendly.