June 3, 2025

Insights From the AI & the Grid Executive Roundtable

The convergence of artificial intelligence and power infrastructure presents both unprecedented challenges and transformative opportunities for the energy sector. 

In response to the growing urgency of powering AI infrastructure amid a rapidly evolving landscape, Dynamo Energy Hub and Alvarez & Marsal co-hosted a roundtable discussion on practical solutions to the critical challenge of “speed to power,” issues defining these challenges, and how AI may help solve these grid connectivity issues.

This report provides a front-row seat for the three core discussion topics: regulatory and policy, planning process and investment risk, along with a preamble from Google describing the scale and urgency of the challenge with real-world deal applications for developers and grid operators.

Key Takeaways:

  • AI-driven electricity demand is accelerating at unprecedented rates.
  • Speed has overtaken price as the primary constraint.
  • Policy and permitting reform is necessary but not sufficient.
  • AI can dramatically accelerate grid planning and interconnection.
  • Novel risk-sharing models are emerging.

Read the Full Report

Authors
FOLLOW & CONNECT WITH A&M