James Mulholland
Member of Deutsche Bank's U.S. Autos and Space Tech team who explains automotive-supplier innovations like BorgWarner's modular 'turbocell' bridge power solutions for data centers.
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Apr 2, 2026 • 0sec
Power Play: Investing in Energy Infrastructure for the AI Era
Corrine Blanchard, cleantech analyst on solar and batteries. James Mulholland, auto and space tech strategist explaining modular power solutions. Brett Ryan, senior economist on macro impacts of energy shocks. They discuss AI-driven data center demand, modular bridge power like turbocells, rapid cloud CapEx growth, grid build-out needs, and renewables plus storage scaling to meet 24/7 loads.
