{"podcast":{"title":"Catalyst with Shayle Kann","slug":"catalyst-with-shayle-kann-4458041","podcast_index_feed_id":4458041,"rss_url":"https://feeds.megaphone.fm/catalyst","website_url":"https://www.latitudemedia.com/podcasts/catalyst","image_url":"https://megaphone.imgix.net/podcasts/d2f3b172-3bc3-11ec-a455-6f999fef6a5d/image/fbec5c0a5554c2cf93735bd48e4c42a1.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Latitude Media","episode_count":266,"summary":"A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.","last_synced_at":"2026-07-30T20:21:45.983146+00:00","page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041"},"episode":{"title":"Inside Google’s massive AI capex (live)","slug":"inside-google-s-massive-ai-capex-live","published_at":"2026-04-23T10:00:00+00:00","page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/inside-google-s-massive-ai-capex-live","show_page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041","url":"https://traffic.megaphone.fm/PSMI8020037435.mp3?updated=1776874625","audio_url":"https://traffic.megaphone.fm/PSMI8020037435.mp3?updated=1776874625","summary":"As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 billion to $185 billion in CapEx for 2026— a figure roughly equivalent to the GDP of Hungary. In this special live episode, recorded at Transition-AI 2026 in San Francisco, Shayle sits down with Amin Vahdat, Google’s chief technologist for AI infrastructure. Amin pulls back the curtain on how the hyperscaler is rethinking everything from data center reliability and behind-the-meter power generation to real-time inference. Shayle and Amin discuss: How Google’s shift from focusing on training to inference can enable more distributed, smaller-scale data center deployments Why Google is moving away from traditional \"five nines\" reliability for certain workloads in exchange for doubling compute capacity How on-site generation can serve as a \"bridge\" to manage interconnection latency Google’s milestone agreement with utilities for one gigawatt of demand response How software can co-optimize chip design, building cooling and power generation to create superefficient and flexible \"AI factories\" Catalyst: The rise of flexible data centers Catalyst: Will inference move to the edge? Catalyst: The mechanics of data center flexibility Open Circuit: The natural gas ‘bridge’ becomes a highway Open Circuit: Are investors losing faith in the AI infrastructure frenzy? Latitude Media: Energy Vault is expanding into infrastructure for AI Latitude Media: The rise of the AI infrastructure asset class Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by Fisch…","meta_description":"As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In Febr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2154,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/catalyst-with-shayle-kann-4458041/episodes/inside-google-s-massive-ai-capex-live/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/inside-google-s-massive-ai-capex-live.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}