The Energy Cost of AI with Joseph Majkut

Center for Strategic & International Studies October 2, 2025
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Bipartisan and dedicated to defining the future of national security, for over 60 years the Center for Strategic and International Studies (CSIS) has developed practical solutions to the world's greatest challenges. Since our founding, CSIS scholars have provided strategic insights and bipartisan policy solutions to help decision makers chart a course toward a better world. CSIS is a bipartisan, nonprofit organization headquartered in Washington, D.C. The Center's 250 full-time staff and large network of affiliated scholars conduct research and analysis and develop policy initiatives that look to the future and anticipate change.

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In this episode, we're joined by Joseph Majkut, Director of CSIS' Energy Security and Climate Change Program, to take an in-depth look at energy's role in AI. We explore the current state of the U.S. electrical grid (11:34), bottlenecks in the AI data center buildout (43:45), how U.S. energy efforts compare internationally (1:16:06), and more. Joseph has co-authored three reports on AI and energy: AI for the Grid: Opportunities, Risks, and Safeguards (September 2025), The Electricity Supply Bottleneck on U.S. AI Dominance (March 2025), and The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030 (March 2025). --------------------------------------------- A nonpartisan institution, CSIS is the top national security think tank in the world. Visit www.csis.org to find more of our work as we bring bipartisan solutions to the world's greatest challenges. Want to see more videos and virtual events? Subscribe to this channel and turn on notifications: https://cs.is/2dCfTve Follow CSIS on: • Twitter: www.twitter.com/csis • Facebook: www.facebook.com/CSIS.org • Instagram: www.instagram.com/csis/

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