Regional Insights

The rapid growth of AI and data centers is reshaping America's energy landscape—and creating unprecedented demand for reliable power. In this episode, Mike Granowski, Partner and Head of Energy & Utilities in North America at Roland Berger, explores why nuclear energy has re-emerged as a leading solution to support the next wave of digital infrastructure.
Mike breaks down how hyperscalers and data center operators are securing power today, why major technology companies are investing in nuclear partnerships, and what makes small modular reactors (SMRs) and next-generation nuclear technologies different from the reactors of the past. He also discusses the key...

AI is rapidly transforming procurement—but most organizations are still just scratching the surface. In this episode, Max Gustafson shares a practical, insider’s perspective on where AI is delivering real value today, from spend analytics to automation, and where the biggest opportunities lie next, including agentic solutions and autonomous decision-making. He also breaks down the common pitfalls that hold companies back, like poor data readiness and over-reliance on quick wins, and outlines a clear, step-by-step roadmap for moving beyond pilots to scalable impact. Whether you’re just starting your AI journey or looking to accelerate it, this conversation offers actionable insights to...

AI data centers are redefining the limits of energy demand—and exposing new vulnerabilities in how power is generated, managed, and stabilized. As AI training workloads create highly variable, high-intensity power profiles, traditional infrastructure is struggling to keep pace.
In this episode, Spencer Gore explores why these “AI factories” behave fundamentally differently from conventional data centers, how their unique load patterns create challenges for utilities and on-site generation alike, and why energy storage is emerging as a critical enabler of growth. From rapid power ramping and checkpoint-driven fluctuations to evolving grid requirements and the rise of battery solutions, the conversation unpacks...

In this episode of Transformation is Strategy, Neury Freitas, Head of the Aftermarket practice in North America, breaks down the dramatic forces reshaping the automotive aftermarket, from autonomous mobility to the mixed reality of EV adoption in 2026. He explains why CES surprised the industry this year, how large autonomous fleets like Waymo are fundamentally shifting aftermarket power dynamics, and why servicing models will look more like commercial fleet operations than neighborhood garages. Neury also dives into findings from the Aftermarket Pulse 2025 study, revealing how consumer behavior, rising costs, and the shift toward convenience are rapidly changing both the B2B...