With AI becoming increasingly present in everyday life, the race to build AI infrastructure is only speeding up. At the center of that race is the rapid creation of data centers, with new ones opening on a nearly weekly basis in America. But as more data centers begin to integrate AI infrastructure, the amount of electricity required to operate them is growing at an alarming rate. Data centers are now expected to account for roughly 40 percent of US power demand growth in 2026, and the gap between what we need and what we can build is widening fast.
On today’s episode of Explain to Shane, I am joined by Lynne Kiesling, a nonresident senior fellow at the American Enterprise Institute, where she leads the Electricity Technology, Regulation, and Market Design Working Group. Kiesling also directs the Institute for Regulatory Law and Economics at the Northwestern University Center on Law, Business, and Economics, and is a member of the US Department of Energy’s Electricity Advisory Committee. I am also joined by Steve DelBianco, president and CEO of NetChoice and a seasoned expert on internet governance. Their combined expertise on this issue can help us understand how we can power the AI revolution.