At the All-In Summit in Los Angeles, Danny Rice, CEO of NYSE-listed Net Power, joined NYSE Live to discuss the intersection of artificial intelligence, energy infrastructure, and the growing demand for electricity driven by expanding data center development.

Rice explains why the rapid growth of AI-related technologies has become a critical topic for the energy industry. He discusses the increasing power requirements associated with large-scale data centers and the challenges involved in delivering reliable, scalable energy solutions capable of supporting those operations.

The interview explores Net Power's focus on power generation and its role in addressing changing electricity demand patterns. Rice describes how the market has shifted from a period of relatively flat power demand to one characterized by significant growth tied to technology and AI-related applications.

A key theme of the discussion is co-location, an infrastructure approach that places power generation resources near data center facilities. Rice explains how growing demand for reliability, affordability, and access to power is influencing where and how energy assets are developed, and why co-location has become an increasingly important consideration for operators.

The conversation also examines broader power grid considerations, including the need for additional infrastructure, transmission capacity, and new generation resources to support future growth. Rice shares his perspective on how the U.S. energy sector is responding to these evolving requirements.

In addition, Rice discusses the role of domestic natural gas as a power source and explains why it remains a significant component of the energy mix used to support large-scale computing operations in the United States.
Throughout the interview, Rice provides insights into the relationship between energy development, data center expansion, and the infrastructure required to support future technological growth.

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