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Will AI be a disaster for the climate, or a saviour in disguise? How is AI reshaping power needs around the world? And does a lack of clean electricity spell the end of the AI dream, or a new round of fossil-fuel reliant data centres? All this, and more in the audio adaptation of Michel's article for BloombergNEF: Generative AI: The Power and the Glory. Read the full piece at: https://about.bnef.com/blog/liebreich... Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and More: For a full list of background reading to accompany this Audioblog, visit: https://open.substack.com/pub/cleanin... Chapters: 00:00 - Introduction 02:04 - A Brief History of AI 10:29 - How Quickly Will AI Take Over? 14:40 - Data Centres & GPUs 19:30 - AI & Power Demand 26:30 - AI Growth vs Increasing Efficiency 30:27 - The Broader Economy 35:00 - The Hunt for Green Power 39:00 - Is Nuclear The Answer? 45:00 - New Energy Innovation 52:40 - Conclusions