KR Sridhar: Why Electricity, Not AI Models, Will Decide the Winners of the AI Race

KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data centres has surged. Over the last 12–18 months, Bloom has become one of the biggest beneficiaries of the AI infrastructure boom. It's also the largest position in Leo Aschenbrenner's investment portfolio, making up around 16% of his fund.

In Today's Show We Discuss:

• Why Failure Is Never an Option: The Mindset That Built a $90B Company

• The 25-Year Bet: Why Bloom Never Doubted AI Would Need Its Technology

• Andy Grove's Brutal Leadership Lesson That Changed Everything

• AI Isn't a Bubble—It's a "Hockey Stick on a Hockey Stick"

• Why Electricity, Not AI Models, Will Decide the Winners of the AI Race

• The Radical Vision: Why Power Must Move to the Edge of the Grid

• How Bloom Beat Everyone to Power Oracle's AI Data Centres in Just 55 Days

• The Future of Cities, Energy Sovereignty & Why AI Will Democratise Power

• Parenting, Purpose & the One Belief KR Thinks Everyone Gets Wrong About AI

• The Next 10 Years: Why AI Could Create Global Energy Abundance