Powering the AI Era

Jul 9, 2025
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“When we think about the scale of what’s happening with AI, the cloud era offers one of the closest parallels. Cloud required an enormous buildout of computational and physical infrastructure. What did that deliver? Nearly a trillion dollars of new revenue and the emergence of new companies, platforms, and applications,” says Jung Min, Global Co-Head of Technology, Media, and Telecom, Investment Banking

AI is fundamentally transforming the economy—with industries racing to keep pace. In this episode of The Insight, Jung Min, Tyler Miller, Miriam Wheeler, Rebecca Kruger, Jason Tofsky, and Alexander Tingle discuss the biggest bottleneck for AI progress: power.