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Jason Ward

πŸ‘€ Speaker
72 total appearances

Appearances Over Time

Podcast Appearances

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

Now, obviously, the government has obviously introduced the new investment through the budget NDP, where we're going to have, you know, 1.5 billion allocated to ESB networks.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

We'll have 2 billion that goes to air grid.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

But the capacity for onshore, offshore green energy, which could sustain the new AI workloads, investment and expedited planning in those areas is absolutely critical.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

No, absolutely.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

Look, obviously, if you want to go down the nuclear conversation, it'll have a change in our constitution.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

But even if we disregard nuclear, right, our onshore, offshore wind capacity, we've ample capacity.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

So, you know, we're forecasting that we'll

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

you know, bring on stream about five gigawatts of energy offshore by 2030.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

But Ireland has 30, 40, 50 gigawatt capacity, which we could certainly bring on board and utilize in a very efficient and cost-effective way to drive further investment in AI across Ireland.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

So we have the capability, you know, nuclear is an option that a lot of countries are actually going to deploy because it's quick, it's clean, but we also have great capability.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

We're an island nation, right?

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

So look at what's happening in Norway and Finland.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

Offshore, onshore wind capacity, it's green and it's a really beneficial way of driving energy for these AI data centres.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

Absolutely.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

If you think about it, if you look at any analyst today, McKinsey, IDC, Gartner, you know, they reckon that there'd be about, I think, about a $5.2 trillion investment in data centers by 2030.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

So private investors, equity investors, equity backers are investing hugely in this space.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

If you think about the Wallenberg family in Sweden, $10 billion investment.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

Brookfield Asset Management in France, $20 billion.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

Even last week, the announcement in the U.K.

Breakfast Business with Joe Lynam
We need to provide the infrastructure for the AI revolution

with NVIDIA, N-scale, $40 billion into the U.K.,