This is one system. The risk question — who carries the risk
AI & Energy
AI and energy are locked in a feedback loop where runaway power demand meets severe infrastructure and community constraints. With hundreds of billions deployed, building a better energy system is fundamentally a risk management challenge: can our grids, markets, and society adapt fast enough to absorb the AI boom?
Energy & Climate
Climate extremes and a stalled renewable transition are forcing a costly reliance on fossil fuels, creating a vicious cycle of rising emissions and escalating grid strain. Breaking this loop depends on who will underwrite the risk of building clean infrastructure this decade.
AI & Climate
AI is both a climate tool and a climate cost, forecasting storms and finding cleaner materials, even as its data centers strain power and water where they sit. Whether it saves more climate than it costs is still unsettled. What's already being priced: the risk of getting that bet wrong. Who carries it?