CAN ENERGY GIANTS KEEP UP WITH AI?

The panel discusses the increasing energy demands driven by AI and emerging technologies. Amin Nasser's prediction of a fourfold increase in energy needs is a key concern. Christian Bruch emphasizes the unprecedented speed of growth in the energy industry. Olivier Lepoche highlights the underestimation of the demand and the importance of planning and AI-driven efficiency. Chris Mowry points out the multidimensional nature of the problem, including reliability and cost. Dr. Bob Mummerd discusses the potential of fusion energy, while Ibru Izmir focuses on scaling existing power sources and the importance of transmission infrastructure. Siemens and SLB are investing in local markets and using AI to improve efficiency and performance. The discussion touches on the bottlenecks in resolving the energy security problem and the need for innovation and ambition.