WattsNext Webinar - The Electricity Economy: 2026-2036 Preparing the Grid for AI's Load Growth

How will we power the next ten years?

AI is advancing faster than the grid can evolve. The world’s largest companies such as Meta, Microsoft, Google are no longer content to simply buy electricity; they’re now trying to build it. The scale of what’s required is staggering: the U.S. alone will need hundreds of new plants, thousands of miles of power lines, tens of thousands of transformers, and hundreds of thousands of capacitors just to meet the projected power demand of AI and the overall economy.

This session will explore how we bridge the widening gap between electricity supply and AI economy’s voracious appetite. From self-owned generation models to transformer shortages, and the two-year plus lead times which are limiting deployments, we’ll unpack what it takes to fuel this new AI-enabled industrial revolution. With the hope of fusion remaining steadfast, we will share how liquid natural gas, nuclear and solar energy will expand and the top 10 predictions on how the U.S. and world can fill the electricity void.

Key Topics:

• How fast is AI-driven power demand growing, and how far behind are we?

• What structural changes in generation and grid strategies are required to close the gap

• Why power, not compute, will define the winners of the AI economy

• Can we win the race with China for sovereign AI leadership?

• The top 10 predictions shaping the next decade of the electricity economy