Exclusive: AI Has an Energy Problem – These Four Companies Are Racing for the Solution

According to a new UN report, AI is expected to consume roughly 3% of the world’s electricity over the next four years. While a major point of concern for everyday consumers, it’s also an unprecedented opportunity for the energy sector.

Last week, Bret spoke with four industry leaders to discuss how they are tackling this surge in demand: Commonwealth Fusion Systems’ Chief Science Officer Brandon Sorbom, NScale’s President EMEA Philippe Sachs, EcoDataCenter’s Chief External Relations & Sustainability Officer John Wernvik, and Exelon CEO Calvin G. Butler. Each one shares their unique approach to powering the future of AI, which ranges from cracking nuclear fusion to leveraging the Arctic Circle’s natural cooling potential.

This segment first aired June 4th, 2026, on Special Report.