{"podcast":{"title":"Interchange Recharged","slug":"interchange-recharged-1117793","podcast_index_feed_id":1117793,"rss_url":"https://rss.art19.com/the-interchange","website_url":"https://www.woodmac.com/market-insights/types/podcasts/the-interchange/","image_url":"https://content.production.cdn.art19.com/images/b6/56/1c/53/b6561c53-206c-4247-a10b-24ba827509b0/c2860f4a864766abfde003250fb48d283b0bd02e55fd77f8d26e983ada7d82f5ccf8d280d42ff7eadf18b30e0ac0b9005c949c6efcc5f5c4f73f1d69c44a3e15.jpeg","author":"Wood Mackenzie","episode_count":354,"summary":"Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged. Your host is Sylvia Leyva Martinez, principal analyst and research director at Wood Mackenzie. When Sylvia isn't tracking the technologies and markets driving the build-out of renewable power, she's speaking with visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero. Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. What does the surge in data-centre demand mean for the grid, and who pays for it? What's happening in global EV adoption and development? What's the forecast for solar, one of the major succ…","last_synced_at":"2026-09-16T02:19:58.805362+00:00","page_url":"https://stenobird.com/podcast/interchange-recharged-1117793"},"episode":{"title":"Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?","slug":"fuel-cells-are-powering-ai-data-center-demand-they-ve-moved-from-interesting-clean-tech-to-major-player-how-are-utilities-using-them","published_at":"2026-01-27T11:00:00+00:00","page_url":"https://stenobird.com/podcast/interchange-recharged-1117793/fuel-cells-are-powering-ai-data-center-demand-they-ve-moved-from-interesting-clean-tech-to-major-player-how-are-utilities-using-them","show_page_url":"https://stenobird.com/podcast/interchange-recharged-1117793","url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/825d4f4b-801a-41d0-934e-06856c7ea951.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","audio_url":"https://dts.podtrac.com/redirect.mp3/rss.art19.com/episodes/825d4f4b-801a-41d0-934e-06856c7ea951.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","summary":"US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to meet their energy demands. It’s one of the biggest infrastructure challenges in energy right now: how to deliver reliable, fast power without derailing climate and decarbonisation goals. Joining interim host Bridget van Dorsten is Akhil Batheja, Director of Technology Strategy at Bloom Energy, to unpack why fuel cells have moved from “interesting clean technology” to the epicentre of the data-centre power conversation - and what that shift means for utilities, energy projects, and energy policy. Together they discuss how solid oxide fuel cells differ from turbines, engines and batteries - from efficiency and permitting advantages to “Lego block” scalability - and why “time to power” is becoming the defining metric for data center owners. Bridget and Akhil explore grid resilience and the realities of operating off-grid campuses, how fuel cells can handle spiky AI workloads using supercapacitors, and why a future high-voltage DC architecture could reshape data-centre efficiency. Finally, they look at pathways to cleaner fuels, including hydrogen, renewable energy-linked fuels like biogas/RNG, and carbon capture, plus the role of energy finance and green finance in accelerating climate change solutions across the energy transition. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .","meta_description":"US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hype…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2614,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/interchange-recharged-1117793/episodes/fuel-cells-are-powering-ai-data-center-demand-they-ve-moved-from-interesting-clean-tech-to-major-player-how-are-utilities-using-them/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/interchange-recharged-1117793/fuel-cells-are-powering-ai-data-center-demand-they-ve-moved-from-interesting-clean-tech-to-major-player-how-are-utilities-using-them.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}