Orennia's Darrel Koo, Director of Analytics, joined CIBC's Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Head, US Corporate Banking, to explore the transformative impact of AI on energy demand and power infrastructure. Their discussion highlights the challenges and opportunities emerging in the evolving landscape of data centers and renewable energy.

Listen as they discuss:

• The implications of the AI boom
• Constraints being faced and resulting opportunities
• Next-gen technologies
• Interconnection capacity and transmission

The Energy Shift is a podcast series produced by CIBC Capital Markets exploring the latest issues at the intersection of the energy transition and the work of finance.