Open Circuit

Latitude Media
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Open Circuit

The energy transition, decoded. Every week, three industry veterans explore the tech breakthroughs, market shakeups, and policy shifts that are driving the biggest industrial transformation in history.

Episodios

  1. HACE 17 H

    The data center boom: ‘all the cheap power is gone’

    The tech industry is pouring $1.3 trillion into data centers globally over the next five years. While efficiency breakthroughs like the launch of DeepSeek's R1 reasoning model might reduce computing needs, the sheer scale of AI deployment means we're still facing historic demand growth. Data center electricity consumption doubled under Biden — and it's projected to triple by 2030. In this episode, we examine how utilities, tech companies, and policymakers are grappling with the wave of data center development. We explore why the "mega-campus" model is giving way to smaller building blocks, how grid constraints are reshaping data center deployment, and why all new generation — whether it's solar, nuclear, gas, or geothermal — converges at $100 per megawatt-hour. Then, we sit down with Peter Freed, Meta's former director of energy strategy, who explains how tech companies evolved from building single data centers to managing massive power portfolios. He shares insights about the critical window between 2027-2032 when data center load will hit the grid alongside broader electrification, and why that's driving new interest in nuclear, geothermal, and grid-enhancing technologies. Along the way, we tackle some big questions: How are utilities handling the flood of speculative interconnection requests? What does Trump's $500 billion Stargate project mean for grid infrastructure? And most importantly: who's going to pay for all of this? For transcripts and more on the stories we discuss in the show, subscribe to Latitude Media's newsletter. Plus, get your tickets to Transition-AI: Boston on June 12. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.

    1 h y 1 min

  2. 14 FEB

    Trump's energy paradox

    The Trump administration wants energy abundance. But it just declared war on the fastest and cheapest ways to achieve it. That's the central paradox emerging from the administration's first weeks in office, where a flood of executive orders, permit freezes, and funding delays are creating precisely the kind of uncertainty that could thwart its own energy goals. In our first episode of Open Circuit, we sort through it all. We examine which threats are real, which ones are noise, and how to think strategically about this moment.  For more on the stories we discuss in the show, subscribe to Latitude Media's newsletter. Credits: Co-hosted and produced by Stephen Lacey. Original music and engineering by Sean Marquand.

    52 min

  3. 5 FEB

    The energy transition, decoded

    The greatest industrial transformation in history is well underway — but it's going to be messy, contentious, and certainly not linear. In the midst of a volatile political and economic era, Jigar Shah, Katherine Hamilton, and Stephen Lacey are reuniting to launch Open Circuit, a show that decodes the technology, business, and policy trends shaping clean energy and climate technologies. You might recognize these voices — they were the original co-hosts of The Energy Gang. Open Circuit brings together these three industry veterans to explain what's really accelerating the energy transition, from technological leaps and supply chain shifts, to market upheavals and policy setbacks.  Through sharp analysis and firsthand experience, they’ll break down how major projects come together, how deals and policies get structured, and what it takes to build critical infrastructure at scale. Episodes drop on Fridays, starting February 14. Subscribe to Open Circuit wherever you get podcasts, or listen at Latitude Media.

    7 min

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The energy transition, decoded. Every week, three industry veterans explore the tech breakthroughs, market shakeups, and policy shifts that are driving the biggest industrial transformation in history.

Información

  • Creador
    Latitude Media
  • Años de actividad
    2 k
  • Episodios
    3
  • Copyright
    © Latitude Media
  • Mostrar sitio web
    Open Circuit

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