# @blackrock on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=AFqlXBafJhc
- **Gondola URL:** https://gondola.cc/posts/57029905-blackrock-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/8db6bec1df.jpg
- **Posted:** 2026-02-20T11:17:00.000+00:00
- **Account Owner:** BlackRock (@BlackRock) — https://gondola.cc/BlackRock

## Caption

Powering AI 2.0 is no longer just a technology story — it’s an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.

In this episode of The Bid, host Oscar Pulido is joined by Will Su from BlackRock’s Fundamental Equities Group to examine how Powering AI 2.0 is transforming utilities, natural gas markets, renewables, and nuclear power. With data centers expanding rapidly and gigawatt-scale facilities coming online, the AI build-out is driving a structural shift in U.S. electricity demand after more than a decade of stagnation.

👀Check out the full episode on YouTube: https://youtu.be/Xxs3Lq0B7Hc

🎧Or on Spotify: https://open.spotify.com/show/56rc5KHG6Btk19lEAmw7I2

👉 Subscribe to The Bid podcast playlist for more insights from BlackRock experts: https://1blk.co/48iHOs4 

#aiinvesting #energy #utilities #naturalgas

## Stats

- **Views:** 8,148
- **Likes:** 0
- **Shares:** 0
- **Comments:** 0

## Tags

naturalgas, energy, aiinvesting, utilities

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