Episode 67: AI, Cybersecurity & Digital Infrastructure with Richard Rodriguez

Energy suppliers face tangible financial risk ramping capacity for AI data-center demand while much of that demand's headline capex remains uncommitted and vendor-financed.

• AI is now a C-suite issue: Rodriguez argues AI model/vendor decisions, unlike network or cybersecurity vendor choices, must involve senior leadership because of budget, data and governance risk.
• Contract risk is underappreciated: AI vendor contracts contain aggressive language on price changes, tier changes and model availability, and multi-year deals signed in Q4 can lock in cost structures for years.

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