Hyperscalers didn’t set out to be power companies. The grid left them no choice.

This audio is auto-generated. Please let us know if you have feedback.

Shaun Walsh is chief marketing officer at Peak Nano, an advanced materials manufacturer.

There's a moment in the history of every capital-intensive industry when growth hits a wall. The infrastructure can't keep up. The companies that need to keep growing stop asking for solutions and, instead, start building them.

Railroad companies built steel mills. Oil companies built pipelines. Now, AI hyperscalers are building power plants.

Shaun Walsh