In this episode of Earthlings 2.0, we speak with Theo Ludwick, Co-Founder and Managing Partner at NosTerra Venture Capital, about the infrastructure behind AI’s rapid growth. Theo explains why electricity has become one of the biggest bottlenecks facing AI data centers, how operators are balancing power and water use, and why energy efficiency could help unlock additional data center capacity in the near term. The conversation also explores emerging energy and cooling technologies, the shift from AI training to inference, data centers as critical infrastructure, and where investors are finding opportunities across the next generation of AI infrastructure.

Check out a few of our previous episodes on data centers: 

• #173 – Active Diesel Particulate Filters: Unlocking Cleaner Growth for Data Centers With Rypos
• #164 – How the Grid Could Survive the AI Boom with Solid State Transformers With DG Matrix