Will Su
Fundamental equities analyst at BlackRock who focuses on the intersection of AI and energy, discussing implications for power generation, utilities, and infrastructure investment.
Best podcasts with Will Su
Ranked by the Snipd community
30 snips
May 24, 2024 • 20min
177: AI And The Energy Grid: Solving for AI’s Power Needs
Will Su, a lead voice on energy at BlackRock, joins the discussion on the impending energy revolution prompted by AI advancements. He highlights the exponential rise in electricity demand required for AI technologies by 2030 and the crucial role of renewable energy sources like wind and solar in meeting these needs. Investment opportunities emerge in this shifting landscape, as traditional energy meets innovative solutions. Su also underscores the importance of evolving infrastructure to cope with the power surge, positioning the energy sector for transformation.
10 snips
Feb 20, 2026 • 25min
250: Powering AI 2.0: Why the AI Boom Is Becoming an Energy Story
Will Su, a BlackRock fundamental equities analyst focused on AI and energy, explains how AI’s growth is becoming an electricity and infrastructure story. He discusses why bigger models and inference drive surging power needs. He outlines data centers at city scale, the rise of bring-your-own-power and natural gas, and where renewables, storage, and nuclear fit into the build-out.
