BlackRock The Bid Podcast: Why the AI Boom Has Become an Energy Story

The latest episode of BlackRock's The Bid podcast, hosted by Oscar Pulido, features Will Su from BlackRock's Fundamental Equity Team discussing the growing electricity demand driven by large-scale AI deployment and its impact on utilities, natural gas, renewable energy, and nuclear power. The episode notes that AI computing expansion is driving a structural shift in US electricity demand, with related infrastructure investment constituting one of the largest capital investment cycles in modern history.