About this episode

David Holmes discusses the intersection of AI and energy, emphasizing the need for intelligent energy systems.

David Holmes has spent decades at the intersection of energy and technology, giving him a front-row seat to one of the biggest shifts our industry has ever faced. As Global Industries CTO at Dell Technologies, he works with utilities, hyperscalers, developers, and data center operators who are all asking the same question: how do we power the rapid growth of AI? But David argues that's only half the story. The bigger opportunity is using AI to make our energy system itself more intelligent. From flexible compute and workload orchestration to long-duration storage, demand response, and the idea of "maximizing every electron," this conversation explores how the relationship between electricity and compute is being fundamentally rewritten. Along the way, David explains why energy has become a board-level conversation inside technology companies, why decades of conventional data center thinking are being challenged, and why the next generation of infrastructure may be defined less by building more generation than by making better use of what we already have. Expect to Learn: 🔹 Why energy has become a strategic issue in boardrooms across the technology industry 🔹 The difference…

More episodes of SunCast

• 951: Most Solar Problems Start Before the Install | Greg Smith · July 21, 2026 · 18 min
• 949: The Missing Step in Battery Recycling | Sheeba Dawood · July 14, 2026 · 19 min
• 948: Why Solar’s Speed Is Winning Over Washington | Heather Reams · July 11, 2026 · 22 min
• 947: The Leadership Habit Fighter Pilots Never Skip | Jason Knapp · July 9, 2026 · 1h 18m
• 946: What Nobody Tells You About Operating Battery Storage | Ty Fenton · July 7, 2026 · 24 min
• 945: We're Not Alternative Energy Anymore. It's Time to Lead. | Dan Shugar & Jigar Shah · July 2, 2026 · 31 min

Explore listener stats, chart rankings, contacts and more on the SunCast podcast page.