AI Exchanges: Where Will the Power Come From?

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AI Exchanges: Where Will the Power Come From?

Goldman Sachs

16 July 2025

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