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All Episodes
EP. 3

Powering the AI Revolution: The Infrastructure Supercycle

How data centers, power grids, and private capital are building the physical backbone of artificial intelligence.

Hosted by James Carter & Elena Park July 2, 2026
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About this episode

In this deep dive episode, we explore the hidden physical footprint of artificial intelligence. While AI might feel like an invisible force living in the cloud, it relies on a massive, capital-intensive foundation of data centers, cooling systems, and above all—electricity.

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