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Semiconductors

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NVIDIA’s Marc Spieler: AI, Data Centres, and Energy

NVIDIA’s Marc Spieler: AI, Data Centres, and Energy

Produced by ARC Energy Research Institute | June 2nd, 2026

The podcast opens with updates on the closure of the Strait of Hormuz, a German state-owned energy company contracting (...)

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Edward Fishman on American Power in the Age of Economic Warfare

Edward Fishman on American Power in the Age of Economic Warfare

Produced by ARC Energy Research Institute | February 17th, 2026

This week on the podcast, we’re sharing highlights from a conversation at the 8th Annual Haskayne School of (...)

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Recent Posts

  • NVIDIA’s Marc Spieler: AI, Data Centres, and Energy
    The Battery Race: A Conversation with Bob GalyenSeptember 29, 2026 - 2:33 pm
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    September 28, 2026 ChartsSeptember 29, 2026 - 11:36 am
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    Alberta Data Centres: Opportunity and OppositionSeptember 23, 2026 - 2:50 pm
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    September 21, 2026 ChartsSeptember 22, 2026 - 1:00 pm
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    A Bullish Outlook for Canadian and U.S. Natural GasSeptember 15, 2026 - 3:10 pm

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Canadian energy nerd, co-host of the ARC Energy Ideas podcast, Executive Director at ARC Energy Research Institute, an integral part of ARC Financial Corp.

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1 Oct 2105723733822628099

The West Coast oil pipeline’s national interest designation was expected. Still, hearing Prime Minister @MarkJCarney speak proudly about the #oilsands in his speech mattered to me, especially when you contrast it with the previous federal government's approach, which treated it

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30 Sep 2105337819451588686

We recorded this #ARCEnergyIdeas at @EnergyDisruptor UNITE this week. Joining @JackieForrest and me on stage is @BobGalyen, one of the top executives in battery energy storage. We discuss the geopolitics of batteries, China’s dominance, new battery chemistries, and Bob’s five

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