The rapid scaling of data centers to drive the global AI boom faces a major constraint in 2026: power. In the latest episode of Bloomberg Tech: Asia, Shery Ahn and Annabelle Droulers explore if and how the world can generate enough energy to keep up with surging demand in an increasingly electrified age, and what it means for Asia’s rise in the global tech race.
Chapters:
00:00:00 – Bloomberg Tech: Asia begins
00:00:58 – AI data center power needs to quadruple in 10 years
00:01:37 – China’s power supply push
00:02:35 – BNEF’s Helen Kou & Goldman Sachs’ Nikhil Bhandari on powering the AI boom
00:13:28 – Microsoft VP for Energy Bobby Hollis on strategy, investments
00:21:38 – Energy innovations to watch
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