The Rundown 10/8/25: The Rise of Data Centers: How Big Is the AI Energy Demand?

Episode notes

In this episode of Tank Talks, Matt Cohen and John Ruffolo break down the latest developments in U.S.-Canada trade negotiations, particularly around tariffs and energy, with insights into how these pressures could shape future relationships. The conversation shifts to the growing energy demands of AI, as Matt and John explore how both the U.S. and China are navigating energy needs, and whether Canada could play a more significant role. They also analyze NVIDIA’s $110 billion vendor financing strategy, drawing comparisons to the telecom bubble, and discuss the growing risks in data center financing. With the IPO of Fair Me America, they examine how the market is reacting to tech companies with no assets but huge valuations. A packed episode full of fresh insights on the intersection of tech, politics, and business. A Quick Word from our Sponsor, Fasken At Fasken, our clients don’t wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit.

• The Rundown 6/23/26: The AI Hype Machine, Canada’s Capital Gap, and the Return of Hard Tech79 / 100
• Why Canada’s Trading Market is Ready for Disruption with Michael Arbus of moomoo Canada68 / 100
• The Brutal Truth About Hardware Startups and Physical AI with Aidan Madigan-Curtis of Eclipse Capital78 / 100
• The Rundown 6/4/22: Alphabet’s $80B AI Bet, Anthropic’s IPO Push, and the New AI Capital War
• The Rundown 5/25/26: SPACs Are Back: Xanadu, UniUni, and Canada’s Capital Gap