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23 September 2026

The data center power crunch: “Physics is going to win” — Robert Gaudette, CEO, NRG

Let’s Talk Energy and get an inside look at how US power producers are responding to surging electricity demand.

Episode description

Let’s Talk Energy and get an inside look at how US power producers are responding to surging electricity demand.

US power demand had been growing slowly for the last few decades but now electrification, re-industrialization and large-load data centers is pushing demand growth up dramatically, straining markets, the grid and the pocket books of consumers and putting producers at the center of some of the hottest issues in this year’s mid-term election.

CORRECTION: At 9:20 minutes - NRG estimates that its Bring Your Own Power (BYOP) activity will result in $500 million in annual earnings by 2029.

Featured in this episode

Noah Brenner

Vice President, Analytics

Rystad Energy

Robert Gaudette

CEO

NRG

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