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Explore the transformative intersection of artificial intelligence and energy infrastructure in this comprehensive lecture that examines how AI is reshaping physical and digital systems. Learn to view AI not merely as software, but as the engine behind a new class of knowledge factories—data centres reimagined as cognitive production hubs where data serves as input, knowledge as output, and chips as the machines. Discover the third wave of data centres sparked by generative AI, following earlier waves driven by social media and cloud computing, and understand the critical shift from static infrastructure planning to dynamic, ramp-based logic that anticipates rapid growth in compute demand. Examine the rise of high-density racks, five-year tech cycles, and the essential need for utilities to align with hyperscaler roadmaps. Gain insights into two major initiatives addressing these demands: the Open Power AI Consortium (OPAI), a global consortium with over 80 tech companies and hyperscalers plus more than 100 utilities committed to unlocking AI's enduring value for the energy sector, and Data Centre Flexibility (DCFlex), designed to integrate data centres into the grid while enabling support for reliability, optimizing asset use, and accelerating the clean energy transition with global partners including Microsoft, Nvidia, Google, RTE, Schneider Electric, ING, and Greece's PPC Group. Understand how utility infrastructure must evolve in lockstep as AI becomes mission-critical, and develop strategies for building AI-resilient systems that are scalable, flexible, and future-ready while exploring how powering AI means fundamentally rethinking power itself and its role in shaping the future of energy, infrastructure, and innovation.
