Vineet Khanna
Utilities analyst at T. Rowe Price specializing in the power sector, offering expertise on grid planning, capacity, and the impacts of AI-driven electricity demand on utilities.
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Feb 4, 2026 • 23min
Powering intelligence: Energy’s critical role in AI’s rise
Vineet Khanna, a T. Rowe Price utilities analyst focused on the power sector, explains how AI is reshaping electricity demand. He discusses the rapid surge in data-center power needs. He outlines grid constraints, reliability pressures, and who might fund upgrades. He highlights policy, workforce, and technology responses to manage the strain.
