Aligning the U.S. and Canadian Defense Industrial Bases
July 13, 2026 • 9:00 – 9:20 am EDT
Hosted by All About the Base
The Energy Cost of AI with Joseph Majkut
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In this episode, we're joined by Joseph Majkut, Director of CSIS' Energy Security and Climate Change Program, to take an in-depth look at energy's role in AI. We explore the current state of the U.S. electrical grid (11:34), bottlenecks in the AI data center buildout (43:45), how U.S. energy efforts compare internationally (1:16:06), and more.
Joseph has co-authored three reports on AI and energy: AI for the Grid: Opportunities, Risks, and Safeguards (September 2025), The Electricity Supply Bottleneck on U.S. AI Dominance (March 2025), and The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030 (March 2025).
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Gregory C. Allen
Former Senior Adviser, Wadhwani AI Center
