Why the AI boom could make or break U.S. utilities

Artificial intelligence is fueling a surge in electricity demand, and U.S. power companies are suddenly seeing a rare opportunity for new growth and investment from the tech industry. POLITICO’s Debra Kahn breaks down this emerging tech-energy alliance and how the AI boom could actually be both a blessing and a curse for utility companies. Plus, EPA is planning to cancel a $7 billion program funding solar projects in low-income communities across the country.

Debra Kahn is the editor of POLITICO's California Climate newsletter and author of Currents, a reported column about the energy, environment and climate debates.

Nirmal Mulaikal is the co-host and producer of POLITICO Energy. 

Alex Keeney is a senior audio producer at POLITICO. 

Gloria Gonzalez is the deputy energy editor for POLITICO. 

Matt Daily is the energy editor for POLITICO.

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