May 7, 2026 · 29 min · 15 segments
A lot has happened since the IEA published its landmark report last year on what artificial intelligence could mean for global electricity demand and its potential to reshape how energy systems work…
Dan HewittHost
This week, we're looking at what artificial intelligence means for the energy sector in twenty twenty-six.
The capital expenditure of just five tech companies now exceeds global investment in oil and natural gas production.
Last year, that figure stood at four hundred billion dollars, and this year it's expected to grow by seventy-five percent.
But the field is evolving so rapidly that new data has come to light and new questions need answering.
Here to help us understand the situation right now are the lead authors of a new follow-up report, Thomas Spencer and Siddharth Singh.
[upbeat music] Okay, Siddharth Singh and Thomas Spencer, thanks for, thanks for joining us today.
Read the full transcript.
Create an account to read the whole episode, search across every transcript, and follow the shows you care about.
This week, we're looking at what artificial intelligence means for the energy sector in twenty twenty-six.
The capital expenditure of just five tech companies now exceeds global investment in oil and natural gas production.
Last year, that figure stood at four hundred billion dollars, and this year it's expected to grow by seventy-five percent.
But the field is evolving so rapidly that new data has come to light and new questions need answering.
Here to help us understand the situation right now are the lead authors of a new follow-up report, Thomas Spencer and Siddharth Singh.
[upbeat music] Okay, Siddharth Singh and Thomas Spencer, thanks for, thanks for joining us today.
