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Inside the AI power warsSemiAnalysis’ Jeremie Eliahou Ontiveros breaks down the different energy strategies of hyperscalers and AI labs like OpenAI and Anthropic.
Jul 9, 2026 -
Inside the most sophisticated plan for solar geoengineering
Yanai Yedvab, CEO and co-founder of Stardust, explains how the tech works and why it’s a “moral imperative” for humanity.
Jul 1, 2026 -
How data centers are complicating transmission expansion
Latitude Media’s Maeve Allsup unpacks the case of a mid-Atlantic line stuck in limbo.
-2 minJun 25, 2026 -
Enter the electric supercycle
EIP’s Andy Lubershane unpacks the tech fueling the next wave of power demand.
Jun 18, 2026 -
How China is reshaping the global auto market
Industry expert Michael Dunne digs into the scale, software and strategy behind China’s extraordinary takeover of the automobile market.
Jun 11, 2026 -
Surprising trends in global electricity generation
Nic Fulghum, co-author of Ember’s Global Electricity Review, unpacks some of the most intriguing updates in the annual report.
45 minJun 4, 2026 -
Building inference data centers on the high seas
Garth Sheldon-Coulson, co-founder and CEO of Panthalassa, unpacks his company’s buzzy technology and its path to scaling.
May 28, 2026 -
A blueprint for scalable fusion power
Carrie von Muench, COO of Pacific Fusion, unpacks the state of the market from bottlenecks to financing.
May 21, 2026
Catalyst
A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization.
Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.
Have a story you’d like to pitch to Catalyst? Review our pitch guidelines.
When will quantum computing have its breakout moment?
Bob Sorensen, chief analyst for quantum computing at Hyperion Research, unpacks the state of affairs and separates reality from hype.
39 min
Jul 16, 2026
