About this episode
The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI. For more, read "Powering the AI Era."
This episode was recorded on July 9, 2025.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Get every episode summarized
Each time Exchanges publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Exchanges
How Will Less Fed Transparency Affect Markets and the Economy?
Exchanges
Sep 9, 202622:05completed
Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity
Exchanges
Sep 4, 202634:01completed
The Outlook for Data Center Power Demand as AI Token Use Grows
Exchanges
Sep 1, 202632:08pending
Building AI Systems for Capital Markets
Exchanges
Aug 24, 202626:34pending