Uploaded April 2026 | Updated September 2026, 1 hour ago
Supported by Tokamak Energy
AI’s appetite for electricity is rising faster than grids, permitting systems and clean-power build-out can respond. Hyperscalers and semiconductor manufacturers are now competing for secure, low-carbon power at scale, reshaping energy markets in the process. What matters most when securing electricity at speed: reliability, proximity, flexibility or price? How are chip fabs and data centres weighing decarbonisation against deployment timelines? And under what conditions could emerging options—including fusion—become credible power partners for the AI economy?
Moderator: Vijay Vaitheeswaran, global energy and climate innovation editor, The Economist
Keith Strier, senior vice president global AI markets, AMD
Luke Murry, head of government affairs, Marvell Technology
Wendy Ng, AI futurist
Warrick Matthews, chief executive, Tokamak Energy
Supported by Tokamak Energy
AI’s appetite for electricity is rising faster than grids, permitting systems and clean-power build-out can respond. Hyperscalers and semiconductor manufacturers are now competing for secure, low-carbon power at scale, reshaping energy markets in the process. What matters most when securing electricity at speed: reliability, proximity, flexibility or price? How are chip fabs and data centres weighing decarbonisation against deployment timelines? And under what conditions could emerging options—including fusion—become credible power partners for the AI economy?
Moderator: Vijay Vaitheeswaran, global energy and climate innovation editor, The Economist
Keith Strier, senior vice president global AI markets, AMD
Luke Murry, head of government affairs, Marvell Technology
Wendy Ng, AI futurist
Warrick Matthews, chief executive, Tokamak Energy
