Podcast 25: The Interconnection Queue Is the New Oil
From The Electrify Everything Show by Nigel Broomhall
January 10, 2026 · 23 min · Season 2 · Episode 2
About this episode
This episode discusses the critical role of electricity in the AI boom and the emerging competitive landscape around energy consumption.
Send a text AI isn’t being throttled by chips. It’s being throttled by electricity. In this episode of The Electrify Everything Show, we unpack the emerging power land-grab behind the AI boom—and why the real competitive advantage is no longer just compute, capital, or real estate… it’s deliverable megawatts. The U.S. Energy Information Administration expects U.S. electricity consumption to hit record highs again—4,199 billion kWh in 2025 and 4,267 billion kWh in 2026—with growth driven in pa...
People in this episode
Host: Nigel Broomhall
Topics covered
- AI
- electricity consumption
- energy
- competitive advantage
- megawatts
- technology
Keywords
- AI boom
- electricity
- megawatts
- energy consumption
- U.S. Energy Information Administration
- technology
- business
Mentioned in this episode
Organizations: U.S. Energy Information Administration
Places: U.S.
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