Billions of dollars are being spent on new CapEx to satisfy the growing energy needs of AI data centres. But one firm is convinced that the answer isn’t building new capacity, but being smarter in utilizing the power we already have.

Varun Sivaram is the Founder and CEO of Emerald AI, a company whose software aims to make data centres more ‘flexible’, by intelligently modulating their computational load, and avoiding demand spikes that could overload the grid.

So what does a truly flexible data centre look like? How much capacity could Emerald’s software actually hope to free up? And what happens to everyone who bet big on an explosion in power demand that may never materialize?

Let’s find out.

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To learn more about Emerald AI, you can check them out at: https://www.emeraldai.co/

If you have any feedback on today's episode, shoot us an email at PIPE@bcg.com

For more information on BCG’s commitment to sustainable investing, and to stay updated, visit our website at: https://www.bcg.com/industries/principal-investors-private-equity/sustainability-in-private-equity

After years of skyrocketing investment, the renewables industry seems to have lost some of its lustre. With tax credits that once supercharged new wind and solar development being rolled back, and general enthusiasm waning, are we witnessing the bubble burst on renewable energy?

Mark Noyes definitely doesn't think so. He's the CEO of TerraForm Power, a fully integrated renewables business with 3 gigawatts of existing capacity and 6 more currently in development. Despite shifting political and economic winds, Mark remains confident that renewables will play a pivotal role in meeting America's exploding energy demands.

So how have policy shifts impacted the viability of solar and wind development? Will battery storage fix the intermittency issues that have limited adoption? And how much of the supposed spike in demand from AI data centers will actually materialize?

Let’s find out.

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To learn more about TerraForm Power, you can check them out at: https://www.terraform.com/

If you have any feedback on today's episode, shoot us an email at PIPE@bcg.com

For more information on BCG’s commitment to sustainable investing, and to stay updated, visit our website at: https://www.bcg.com/industries/principal-investors-private-equity/sustainability-in-private-equity

To build the low-carbon economy of the future, we’re going to need a lot more steel. But right now, most steel is produced from high-carbon-emitting blast furnaces, and there’s nowhere near enough recyclable steel to meet global demand. So how do we make more steel, without pumping more carbon into the atmosphere?

Parker Meeks is the President and CEO of Utility Global, a company leveraging their revolutionary tech to decarbonize global steel production. Utility’s platform can be incorporated into existing facilities, requires relatively minimal capital expenditure, and here’s the kicker: no new energy infrastructure is needed, because the whole process powers itself.

So how does it actually work? What are its advantages over other methods of producing ‘green steel’? And most importantly, can global steel producers be convinced that Utility is the way to go when it comes to decarbonization?

Let’s find out.

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To learn more about Utility Global, you can check them out at: https://www.utilityglobal.com/

If you have any feedback on today's episode, shoot us an email at PIPE@bcg.com

For more information on BCG’s commitment to sustainable investing, and to stay updated, visit our website at: https://www.bcg.com/industries/principal-investors-private-equity/sustainability-in-private-equity