Can Infrastructure Keep Up With AI?

For decades, infrastructure was built around relatively predictable patterns of industrial and economic growth. AI is changing that equation dramatically. The rapid expansion of data centers, compute-intensive systems, and digital services is creating a new wave of electricity demand at a scale few anticipated this quickly. At the center of this shift sits a growing question: can energy infrastructure evolve fast enough to support the AI economy? From grid modernization and power generation to investment cycles and deployment timelines, the challenge is becoming less about technological possibility than industrial readiness. In this conversation, Pablo Koziner explores how the rise of AI is reshaping the future of energy infrastructure and what it will take to power the next era of digital growth sustainably, reliably, and at scale.