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Bold Names

The World’s Tech Giants Are Running Out of Power. This CEO Plans to Deliver.

Bold Names

The Wall Street Journal

Technology

4.41.4K Ratings

🗓️ 14 November 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

Electricity demand is exploding, fueled by the rise of artificial intelligence and an unprecedented wave of data center construction. Some experts warn the U.S. grid won’t be able to handle it. But Scott Strazik, the CEO of GE Vernova, says his company can deliver. On this episode of Bold Names, Strazik joins the WSJ’s Christopher Mims and Tim Higgins to talk about leading GE’s energy spin-off through its blockbuster first year, how gas turbines have become Silicon Valley’s hottest commodity, and whether nuclear can help power the future. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' The Google-Backed Startup Taking on Elon Musk in Humanoid Robotics This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung Let us know what you think of the show. Email us at [email protected]. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.Read Tim Higgins’s column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Before we get into it, this is a message for all those bold-name fanatics who aren't just my mother.

0:06.3

We need your help because we're cooking up something great.

0:09.3

Yeah, this is your chance to ask us questions directly.

0:12.7

So all the juicy material that ends up on the cutting room floor, you can ask us.

0:17.0

You know, what did people tell us when their mics were off, for example?

0:19.8

Send us those burning questions via selfie video or voice memo to bold names at WSJ.com, or you could just email us those

0:29.2

questions. We might use it on a future episode. Just in advance, I want to thank everybody,

0:34.3

and I cannot wait to see what we get.

0:45.0

The world's largest tech giants are clamoring for more power.

0:46.3

Electricity, that is.

0:50.4

We've heard Elon Musk talk about how there could be shortages in the near future. My guess is people are going to start hitting challenges with power generation, maybe

0:54.8

middle of next year, end of next year. Sam Altman and Jeff Bezos have been pointing to outer space.

1:01.2

We're going to start building these giant gigawatt data centers in space. I would love to go build

1:06.6

the Dysosphere on the solar system and like, you know, make the world's gigantic data center

1:10.6

with the entire energy output of the sun.

1:12.4

How does it feel to be one of the few people on Earth who might be able to help these guys?

1:17.8

It's not just for the hyperscalers and the tech companies. It's really for the world at large.

1:22.9

Now, this is going to be a much more growth-oriented next decade than the prior few decades.

1:28.8

But we know how to build things at scale, and a lot of the technology exists. So I like our

1:33.4

chances. Sounds electric.

1:43.0

I'm Christopher Mims.

1:44.3

And I'm Tim Higgins.

...

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