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. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Music courtesy of www.epidemicsound.com Intro: https://www.epidemicsound.com/track/fAomeYxofK/ Outro: https://www.epidemicsound.com/track/LT5xCqqxIr/