Pivot Energy AI Briefing — Apr 24, 2026

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Pivot Energy AI Briefing — Apr 24, 2026

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Hosts: Rohan Kapoor & Amara Diallo In this episode: • Today we're tracking the hyperscaler data center power crunch that's completely reshaping grid planning, and how nuclear is making a surprising comeba... • Rohan, let's start with this data center situation because the numbers here are genuinely staggering. We're talking about AI facilities that need as m... • The scale is what gets me. Microsoft alone is projecting they'll need 5 gigawatts of new capacity by 2028 — that's equivalent to powering 3.75 million... • And here's where it gets really interesting — this isn't just about finding the power. The entire supply chain is buckling. Steel manufacturers can't ... • Yeah, and I'm seeing utilities completely rewrite their planning models. Dominion Energy in Virginia just tore up their 15-year forecast because data ... Subscribe to the newsletter at pivotnews.ai for the full written briefing.

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