
Behind the Meter: Powering AI at Gigawatt Scale
AI infrastructure is increasing electricity demand at a speed and scale few industries have experienced before. In this episode, Kevin Brown speaks with Mandar Pandit, Chief Strategy and Growth Officer for Data Centers at GE Vernova, about how the energy sector is responding as individual data center campuses begin to require as much power as a small city. Mandar explains why limited grid capacity and lengthy interconnection timelines are leading more operators to consider behind-the-meter generation. By producing power on site, data centre developers can take greater control of their deployment schedules. However, this also means assuming responsibilities traditionally managed by utilities, from power generation and protection systems to grid stability and overall energy management. The conversation also explores the technologies that could support this growth more sustainably, including hydrogen-capable gas turbines, carbon capture and small modular nuclear reactors. Rather than viewing AI solely as a threat to the electricity system, Mandar argues that it is exposing existing weaknesses, accelerating innovation and encouraging data centre operators, utilities and technology providers to collaborate in new ways. Featured guest: Mandar Pandit, Chief Strategy and Growth Officer for Data Centers, GE Vernova Key quote: “The AI boom is highlighting the weaknesses in the system and showing us where, as an industry, we need to focus quickly.” Key takeaways: AI data center campuses are increasingly requesting hundreds of megawatts or more than one gigawatt of power at a single location. Grid infrastructure and data center development operate on very different timelines, creating an urgent need for alternative power strategies. Behind-the-meter generation can help operators gain faster access to power by producing electricity on site. Operating behind the meter is not a simple solution, as data centre operators must also manage protection, control, stability and other utility-like responsibilities. Gas generation, hydrogen, carbon capture and small modular nuclear reactors could all contribute to a more diverse power mix for AI infrastructure. Growing data centre demand is stress-testing the energy system, exposing weaknesses and accelerating investment, collaboration and innovation. Follow or subscribe to The Machine Room on your preferred podcast platform for more conversations with the people building the energy and infrastructure systems behind AI.




