AI Capex: Can the Grid Keep Up with Genai? (part 2/2): BI/BNEF Replay

19-05-2025

Second in a series of webinars hosted by Bloomberg Intelligence and BloombergNEF exploring the impact of the global AI data center build-out on industrial equipment and power demand. The rapid rise of generative AI is poised to dramatically reshape power consumption, with data-center electricity use potentially surging several-fold by 2030. As hyperscalers like Meta, Microsoft, Amazon, and Alphabet pour billions into GPU-intensive AI infrastructures, the critical question arises: can our current energy grid support this exponential growth? Join Bloomberg Intelligence and BloombergNEF on May 15 at 11 am EST for "AI Capex: Can the Grid Keep Up With GenAI?" We'll dive into how soaring energy demand from AI may accelerate renewable capacity expansions, boost earnings for solar and battery storage providers, and significantly boost natural-gas power generation. Yet, even as tech giants chase efficiency breakthroughs and shift more computing power onto edge devices to mitigate infrastructure stress, significant grid constraints loom — especially in the US. Could these limitations compel tech companies to reassess their aggressive capex strategies, shift operations to less constrained international markets, or double down on efficiency to ensure uninterrupted user experiences? Mandeep Singh, Rob Barnett, Helen Kou, and Nathalie Limandibhratha will explore these pivotal issues, discussing the intersection of technology ambition, infrastructure capability, and strategic adaptation.

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Big Surprise: The Hemi V-8 Ram 1500 Is Explosively Popular

Motor 1

29 minutes ago

Motor 1

Big Surprise: The Hemi V-8 Ram 1500 Is Explosively Popular

It's never easy to admit a mistake, but that's what Ram CEO Tim Kuniskis did last month. The brand had dropped the Hemi V-8 engine from the 1500 with the 2025 revamp, which some buyers didn't like. Ram is rectifying that error for 2026, and it appears customers are eager for the engine's return. The automaker said that it had received over 10,000 orders for the Hemi-powered 1500 within the first 24 hours after announcing its return . Kuniskis said in Stellantis's second-quarter sales results that the brand is already seeing 'consumer interest spurred by the return of the Hemi V-8.' Photo by: Ram Hemi Availability Ram said the V-8-powered 1500 will go on sale this summer, each one wearing a special " Symbol of Protest " badge. The 5.7-liter engine makes 395 horsepower and 410 pound-feet of torque, as it did before, while featuring the same eTorque hybrid system. This was one way Ram could speed the development and get the truck on sale as quickly as possible. The engine is an optional upgrade for the 2026 1500, which costs up to $1,200 on trucks equipped with the standard engine. Ram is offering the V-8 in Tradesman, Big Horn, Express, Warlock, Laramie, Limited, and Longhorn trims to start, with the Rebel arriving later. The V-8 is a free upgrade on the Limited and Longhorn, which comes standard with the high-output 3.0-liter inline-six high-output engine. What Comes Next Back in April, Kuniskis said Ram had 25 product launches scheduled for the next 18 months, and this is one of the first. The brand is also returning to NASCAR. However, it's unclear what Ram will launch next. There are rumors the TRX could return in 2026 . And with the announcement that Stellantis is reviving SRT , it seems like anything and everything is back on the table, even passenger vans . Here's More Ram News: 2026 Ram 2500 Warlock: An Even Tougher Off-Road Truck Ram Lengthened Its Warranty Because We're Keeping Cars Longer Than Ever Get the best news, reviews, columns, and more delivered straight to your inbox, daily. back Sign up For more information, read our Privacy Policy and Terms of Use . Source: Ram Share this Story Facebook X LinkedIn Flipboard Reddit WhatsApp E-Mail Got a tip for us? Email: tips@ Join the conversation ( )

Energy Stock Could Rally Back Toward Record Highs

Forbes

32 minutes ago

Forbes

Energy Stock Could Rally Back Toward Record Highs

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Blackstone Buys Rest of Cvent From Vista in $1.3 Billion Deal

Bloomberg

33 minutes ago

Bloomberg

Blackstone Buys Rest of Cvent From Vista in $1.3 Billion Deal

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