Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries.

Hanna Grene, Global Go-to-Market and Innovation Leader for Microsoft's Global Energy & Resources Industry, joins Atul to discuss what this milestone signals for the energy sector as AI demand accelerates.

The conversation explores how AI is driving performance in the power sector, reshaping grid operations, infrastructure development and business processes—highlighting why energy systems are becoming foundational to digital growth and competitiveness.

Key topics:

• Microsoft's 40-gigawatt renewable procurement milestone
• AI as a strategic input for energy systems and economic growth
• AI-driven grid efficiency, reliability and interconnection timelines
• Generative AI for permitting and project acceleration
• Community-first AI infrastructure and system impacts
• Scaling AI across operations, workforce and customer engagement

This episode builds up to CERAWeek 2026, where leaders will examine how AI, electricity demand and infrastructure modernization are reshaping the energy system. Learn more at ceraweek.com

Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity.

Bill Newsom, President and CEO of Mitsubishi Power Americas, joins Atul Arya to discuss what it takes to build power at speed as electricity demand accelerates. The conversation focuses on execution – how manufacturers, utilities and technology partners are scaling equipment supply, project delivery and infrastructure to meet rising demand while advancing decarbonization.

Key topics:

• Surging turbine demand and its signal for power markets
• Competition for manufacturing capacity and longer equipment lead times
• Standardized plant designs and partnerships to accelerate delivery
• Faster permitting and policy shifts enabling new infrastructure
• Carbon capture and hydrogen pathways supporting lower-carbon power

This episode builds up to CERAWeek 2026, March 23–27, Houston, where leaders will examine how the energy industry is scaling generation capacity, accelerating project delivery, and deploying infrastructure to meet rising electricity demand. Learn more at ceraweek.com

Rising global energy demand, security of supply and long-term investment decisions are shaping the future of the energy system. In this episode, Ashraf Al Ghazzawi, Executive Vice President for Strategy and Corporate Development at Saudi Aramco, joins Atul Arya to discuss these dynamics and their impact on energy markets.

Key topics include:

• Global demand growth and regional energy disparities
• Investments in supply needed to keep pace with resource depletion rates
• Energy security through diversity of suppliers
• AI's impact on operational efficiencies
• Disciplined approaches to lower-carbon investments

This episode builds up to CERAWeek 2026, where leaders will examine the intersection of energy security, technology deployment and long-term system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com.