The rapid expansion of AI is driving unprecedented demand for data centers and electricity, but how many of these proposed developments will actually become reality? In a recent episode of TechCrunch’s Equity podcast, Dr. Brent Nelson, Senior Managing Director of Market Intelligence at Ascend Analytics, joins hosts Rebecca Bellan and Tim De Chant to examine the challenges facing the data center boom. Brent explains why the current development pipeline may be significantly overstated, with only a fraction of announced projects likely to move forward. The discussion explores mounting power supply constraints, permitting delays, financial risks, and the limitations of natural gas as a reliable backup power source. Brent also highlights alternative approaches, including battery storage and flexible grid connections, that could help developers address growing energy demands while navigating an increasingly complex power market.

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Ascend Analytics is the leading provider of market intelligence and analytics solutions for the power industry.

The company’s offerings enable decision makers in power supply, procurement, and investment markets to plan, operate, monetize, and manage risk across any energy asset portfolio. From real-time to 30-year horizons, their forecasts and insights are at the foundation of over $50 billion in project financing assessments.

Ascend provides energy market stakeholders with the clarity and confidence to successfully navigate the rapidly shifting energy landscape.