Video On Demand

The Electricity Supply Bottleneck on U.S. AI Dominance

March 5, 2025 • 12:00 – 12:45 pm EST

Please join the CSIS Energy Security and Climate Change Program for a conversation with Vivian Lee, Managing Director and Partner at Boston Consulting Group (BCG) and Shanu Mathew, Portfolio Manager and Research Analyst at Lazard Asset Management. Vivian and Shanu will discuss the state of AI electricity demand, the implications of DeepSeek, the trend towards colocation, prospects for nuclear, and other key dynamics at the intersection of AI and electricity. Cy McGeady, Fellow with the CSIS Energy Security and Climate Change Program, will moderate the conversation. 

This event is made possible by general funding to CSIS and the CSIS Energy Security and Climate Change Program. 

Contact Information

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Cy McGeady
Fellow, Energy Security and Climate Change Program
Managing Director & Partner, Boston Consulting Group
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Shanu Mathew
Senior Vice President, Portfolio Manager/Analyst, US Sustainable Equity, Lazard Asset Management