At the Milken Institute Conference 2026, Dan Costa sits down with Rachel Halfaker, Director at the Milken Institute, to discuss the collision between AI, climate finance, energy infrastructure, and the future of American development.
As hyperscalers race to build the next generation of AI data centers, a new problem is emerging: the U.S. may not have enough energy infrastructure to keep up.
The conversation explores:
- Why AI is suddenly driving climate and infrastructure conversations
- The hidden energy crisis behind the AI boom
- How Google DeepMind is using AI to accelerate climate infrastructure
- Why renewable energy is becoming more attractive to businesses
- The trillion-dollar infrastructure gap facing the U.S.
- How AI could reduce bureaucracy and speed up development projects
Rachel also explains how the Milken Institute’s 10,000 Communities Initiative is helping local developers, nonprofits, and cities use AI-powered tools to finance and build critical infrastructure projects faster.
This conversation reveals why the future of AI may depend just as much on power grids and infrastructure as it does on algorithms.
Smart money. Big ideas. Real conversations.
Participants
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