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SAE International: Why Robo-Taxis are Losing the Battle for Energy

9/05/2025

Is energy a roadblock to autonomous mobility? A recent SAE International podcast episode explores whether bold solutions such as natural gas-powered depots could change the game for robo-taxi developers that are struggling to scale.

AI data centers are projected to consume 12% of U.S. electricity by 2028, driving unprecedented competition for energy resources. As a result, major tech companies are investing heavily to secure power supply — with combined infrastructure spending expected to reach $322 billion this year — creating significant challenges for other emerging technologies that require substantial energy access, including autonomous vehicle fleets.

Host Grayson Brulte, autonomous mobility advisor and consultant, explores the strategic implications of this energy competition and potential pathways forward for the autonomous mobility sector. Access the latest SAE Tomorrow Today episode via SAE’s podcast webpage.

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