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.
February 12, 2026
Uwem Ukpong (AWS) on the Power Convergence: AI Demand and Grid Capacity
Cloud and AI providers are no longer passive consumers of energy—they are shaping how and where new capacity gets built. In this episode, Atul Arya speaks with Uwem Ukpong, Vice President for Industries at Amazon Web Services (AWS), on how this shift is changing the energy landscape.