Tim Stenovec

We've got the details next.

This is Bloomberg Tech.

Well, today we take a look at America's power system.

It was already under stress even before the AI boom.

Now with AI data centers coming online, a new Schneider Electric analysis foresees the U.S.

facing a potential electricity crisis.

This as the surge in demand comes at odds with the reality of aged and vulnerable grids.

Bloomberg's ESG reporter Alistair Marsh joins us from No More.

Alistair, how does an electricity crisis manifest in the United States?

Certainly higher bills is part of that, but are we talking rolling blackouts here for many Americans?

You cover ESG for Bloomberg News.

You're joining us from London.

I'm not going to make you weigh in on the politics of infrastructure spending here in the United States, but it's very political, like so much spending is.

Is there foreseeably a way that even if the U.S.

had the money, they could reliably upgrade the grid's weak points in enough time to be ready for this surge?

Bloomberg's Alistair Marsh joining us from London.

Alistair mentioned the political implications of this.

Do check out Bloomberg Opinion.

And Conor Senn had an interesting story just in the last few days about what happened in Georgia.

Hey, coming up next, we're going to speak with CFRA Senior Equity Analyst Angela Zeno as investors begin to question longevity of the AI trade.