Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tipping the balance between gas and renewables. And while clean energy remains central to long-term strategy, speed to power is becoming a decisive factor in short-term plans. As utilities race to serve AI-driven demand, how will the future mix of gas, renewables, and 24/7 clean energy evolve? On today’s show, Kamala Schelling talks with Atin Jain, a specialist from BNEF’s wind team, to discuss his Analyst Reaction “NextEra’s AI-Led Gas Pivot Leaves Space for Renewables.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

NextEra’s AI-Led Gas Pivot Leaves Space for Renewables: React - https://www.bnef.com/analyst-reactions/t70aepkjh6v400

Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tipping the balance between gas and renewables. And while clean energy remains central to long-term strategy, speed to power is becoming a decisive factor in short-term plans. As utilities race to serve AI-driven demand, how will the future mix of gas, renewables, and 24/7 clean energy evolve? On today&rsquo;s show, Kamala Schelling talks with Atin Jain, a specialist from BNEF&rsquo;s wind team, to discuss his Analyst Reaction &ldquo;NextEra&rsquo;s AI-Led Gas Pivot Leaves Space for Renewables.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
NextEra&rsquo;s AI-Led Gas Pivot Leaves Space for Renewables: React - <a href="https://www.bnef.com/analyst-reactions/t70aepkjh6v400">https://www.bnef.com/analyst-reactions/t70aepkjh6v400</a>

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

AI’s Tilt from Clean Power to Gas: Analyst Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d0cdd5c3-9dcd-46b9-8b56-b3d400c54a5c/transcript