The excitement around ChatGPT and other large language models has put AI firmly in the spotlight in recent months. Public perception is that we’re entering a new age of AI; it is a brand-new technology that promises to change our lives. In the world of energy, though, AI is not a new concept. GE was developing its AI capabilities more than a decade ago. BP i ... Show More
Oct 29
The future of the grid: Can new technologies deliver more electricity without building more infrastructure?
America needs more electricity, but building new power lines takes time. Some transmission projects in the US have taken more than 20 years to complete. Many others have been blocked completely. With power demand rising rapidly, driven by AI data centres, electrification and indu ... Show More
1h 18m
Oct 27
Building America’s new power grid: Can the transmission network grow to keep pace with rising electricity demand?
Americas needs more electricity, and fast. Data centres for AI, and new factories for computer chips and batteries, are driving up demand for electricity, putting mounting pressure on a power grid that has already been struggling. Across different industrial sectors, and differen ... Show More
1h 14m
Feb 2023
Are we on the cusp of a generative AI revolution?
As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head o ... Show More
31m 10s
Oct 2024
From AI to food recycling: Innovations transforming the energy sector
Making change is all about innovation. That’s no different when it comes to the energy sector. In this episode of Energized: The Future of Energy, host JJ Ramberg and Enbridge CEO Greg Ebel talk to two innovators in the energy sector. First, we hear from Uli Homann, a Distinguish ... Show More
35m 35s
Oct 2025
236: Investing in AI – From Its Origins to What Lies Ahead for Energy, Geopolitics, and Markets
<p>Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.</p><p>With recent headlines in OpenAI ... Show More
17m 27s
Nov 2024
Nuclear Power: A Solution for AI's Energy Needs?
In this conversation, Jamie and Jaeden discuss the significant energy challenges faced by AI technologies and the efforts of major tech companies like Microsoft, Meta, and Amazon to find sustainable energy solutions. They explore the potential of nuclear power as a clean energy s ... Show More
12m 10s
Jun 2024
Power surge: AI, renewable energy, and the future of electricity
The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global p ... Show More
28m 40s
Sep 2023
AI Revolution: Disruption, Alignment, and Opportunity
<p>The AI Revolution is here. In this episode, you’ll learn what the most important themes that some of the world’s most prominent AI builders – from OpenAI, Anthropic, CharacterAI, Roblox, and more – are paying attention to. You’ll hear discussion around the real-world impact of ... Show More
31m 32s