Without the massive and rapid expansion of reliable, always-on energy, the Artificial Intelligence (AI) age might be doomed to die on the vine. AI marks a paradigm shift for energy demand. Large data centers can consume nearly as much electricity as a midsize city, and generative AI platforms like ChatGPT use at least 10x the energy of a typical Google search. In this presentation, Ben will dive into how much more energy/electricity the US will need – and which companies will profit from helping meet that demand.