In the race to dominate artificial intelligence, access to energy is becoming as critical as data or talent. In this video, María Pilar Canedo Arrillaga (Academic Director of the OECD-GVH Regional Centre for Competition) and Yann Guthmann (Head of the Digital Economy Unit, French Competition Authority) explore how AI’s growing energy demands are reshaping competition, creating environmental and concentration risks, and challenging regulators. This video builds on discussions from the Competition Lab for Judges on Non-Cartel Agreements, organised by the OECD-GVH Regional Centre for Competition in Budapest in January 2026, with financial support from the European Commission.