Dan Thompson | Principal Research Analyst covering Datacenter Services and Sustainability, S&P Global Market Intelligence
The ZENERGY Podcast: Energy Leadership, Finance, and Technology · 2025-05-15 · 44 min
Episode notes
Welcome to The Zenergy Podcast! On today's episode, host Karan Takhar sits down with Dan Thompson. Dan is a Principal Research Analyst covering datacenter services and sustainability at S&P Global Market Intelligence. Dan explains what datacenters are, how they have evolved over the years, the large impact they play in running the world, and how they will help take us into the future. Karan and Dan discuss the impact AI will have on datacenters and where the additional power needed to run them will come from. Then, they touch on the ways utility companies and grid operators can help and how hyperscalers contract supply. They delve into the criteria hyperscalers and datacenter developers look for when evaluating where to build new datacenters and assess what the most important considerations are for a new datacenter location and the data each facility will house. This is an immensely informative episode that we hope you'll love. Thanks so much for tuning in! Credits: Editing/Graphics: Desta Wondirad, Wondir Studios