The AI boom is driving a massive wave of data center investment, but are we building for real demand or getting swept up in another tech hype cycle? The Don Sullivan Show news panel is back to debate the explosive growth of AI infrastructure, its impact on energy and the environment, and whether emerging battery and power technologies could change the equation.

The conversation also takes on quantum computing, AI governance, cybersecurity, shadow AI, and the growing challenge of keeping track of autonomous agents inside the enterprise. Plus, when AI companies claim their models are “breaking out,” is it a legitimate warning sign or just great marketing? Don, Marian Newsome, Gina Rosenthal, Tony Foster, and Jersey Steve separate the real risks from the hype and look at what’s actually worth paying attention to.