Michael Farkas: Aging Power Grids Threaten AI, EV Growth and US Competitiveness
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概要
NextNRG Founder and Executive Chairman Michael Farkas explains the growing strain on global power systems as geopolitical tensions, electrification and artificial intelligence demand reshape energy markets.
Farkas highlights the urgent need for grid modernization, the rise of battery storage and microgrids and the role of government policy in accelerating energy infrastructure deployment.
The conversation also explores electric vehicle (EV) adoption, critical minerals supply chains and how energy resilience is becoming central to economic competitiveness and national security.
0:00 - Intro
3:18 - Impact of Iran war on prices and grids
7:08 - Race to build data centers
12:16 - NextNRG's technological solution
28:21 - The role of battery energy storage systems
36:56 - Are EV supply chains creating a new energy dependency?
46:14 - Outro
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