ESG Currents: Clean Power’s AI-Driven Demand Opportunity
The build-out of power-hungry data centers is coinciding with new roadblocks for solar and wind farms under the Trump administration, raising the risk of an electricity supply squeeze. In this...
By Aditya Somani · Bloomberg
The build-out of power-hungry data centers is coinciding with new roadblocks for solar and wind farms under the Trump administration, raising the risk of an electricity supply squeeze. In this episode of Bloomberg Intelligence’s ESG Currents podcast, senior climate analyst Andrew John Stevenson speaks with Simcore Partners’ Dan Lee about the path forward for renewables beyond this year’s subsidy sunset amid rising AI-driven power demand. They discuss project-delay risks and grid-congestion conce