CERAWeek Podcast with Atul Arya
About
Offering insight into the energy future, the CERAWeek Podcast explores what’s ahead for global energy markets, geopolitics, and technology. The series highlights the linkages across industries and the models that are transforming energy.
Hosted by Atul Arya, Chief Energy Strategist at S&P Global, each episode features conversations with senior executives, government officials, thought leaders, technology innovators, and financial leaders to address the defining trends and critical issues that are shaping the energy landscape.
January 14, 2026
Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI
In this episode of the CERAWeek Podcast with Atul Arya, Atul sits down with Varun Sivaram, Founder and CEO of Emerald AI, to examine how the rapid expansion of AI data centers is transforming electricity demand, infrastructure planning and global competition.