Sunya Stories

Sunya

Sharing stories from those in the world of energy. Hosted by Raj Mistry.

  1. 12/09/2025

    AI and Power with Shanu Mathew

    Sunya Stories Episode #15 - AI and Power with Shanu Mathew - Senior Vice President and Portfolio Manager at Lazard Asset Management Hosted by Raj Mistry Ai-generated show notes: Keywords AI models, data centers, power constraints, energy storage, nuclear energy, market dynamics, hardware performance, compute needs, flexibility, value capture Summary In this conversation, Raj Mistry and Shanu Mathew discuss the latest developments in AI models, the impact of new hardware, and the challenges faced by data centers in terms of power constraints and labor shortages. They explore the future of AI and compute needs, the role of flexibility in power management, and the potential of nuclear energy. The discussion also touches on value capture in the energy sector and the dynamics of the market as it evolves. Takeaways The latest AI models show significant multimodal capabilities. Pre-training remains a critical aspect of AI model development. Demand for data center capacity is increasing amid power constraints. Labor shortages are impacting the energy and data center sectors. Flexibility in power management is becoming increasingly important. Nuclear energy presents both opportunities and challenges for communities. Storage solutions are vital for managing energy supply and demand. The market for AI and energy is rapidly evolving with new technologies. Value capture in the energy sector is still unclear. The TAM for AI is expected to expand significantly. Titles AI Models and Their Impact on Workflows Understanding Hardware Dynamics in AI Sound bites "The scaling laws are intact." "Pre-training is still very much alive." "The cure to high prices is high prices." Chapters 00:00 Introduction and Model Releases 03:24 The Power of Multimodal Models 05:44 Scaling Laws and Compute Investment 08:27 Hardware and Training Models 11:05 Power Needs and Data Center Capacity 13:54 Constraints in Power Supply 16:56 Flexibility in Power and Data Centers 25:04 Data Center Workload Management 26:44 Operational Complexity and Smart Solutions 28:03 Rapid Advancements in AI and Hardware 29:48 Model Leapfrogging in AI 30:36 AI's Impact on Job Dynamics 32:44 Value Creation vs. Value Capture in AI 34:20 The Future of Software in an AI-Driven World 37:14 Incentives and Stakeholder Dynamics in Power Markets 44:28 The Political Landscape of Energy Risks 47:12 The Challenges of Nuclear Energy 50:24 The Future of Energy Storage and Flexibility 57:35 Navigating Community Concerns in Energy Projects 58:38 Identifying White Space in Energy Innovation 01:02:37 Market Dynamics and Future Outlook

    1h 7m

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5
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4 Ratings

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Sharing stories from those in the world of energy. Hosted by Raj Mistry.

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