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11.10.25: AI's Grid Strain Amplified by Manufacturing Resurgence

11.10.25: AI's Grid Strain Amplified by Manufacturing Resurgence

AI’s surge is straining grids, driving up electricity costs, and reshaping infrastructure policy. From OpenAI’s push for incentives to new grid tech trials and record data-center growth, this week’s news shows AI now influences the power sector as much as it depends on it.

The Cognitive Grid Part II: Building a Constitutional Intelligence System for Energy Infrastructure

The Cognitive Grid Part II: Building a Constitutional Intelligence System for Energy Infrastructure

The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization

The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization

Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Managing Data Center Uncertainty Part II — Phantom Data Centers: How Strategic Opacity Drives Overbuild

Managing Data Center Uncertainty Part II — Phantom Data Centers: How Strategic Opacity Drives Overbuild

The Cognitive Grid Part I: Why the Grid Is Now an Intelligence Problem

The Cognitive Grid Part I: Why the Grid Is Now an Intelligence Problem

The State Playbook for Equitable Data-Center Growth

The State Playbook for Equitable Data-Center Growth

Articles

The Cognitive Grid Part II: Building a Constitutional Intelligence System for Energy Infrastructure

The Cognitive Grid Part II: Building a Constitutional Intelligence System for Energy Infrastructure

The electric grid will evolve into a Cognitive Grid — one capable of real-time reasoning, adaptation and learning. This shift demands not just automation, but responsible infrastructure intelligence with embedded governance, ethical frameworks and auditability rather than retrofitted oversight.

The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization

The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization

Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Managing Data Center Uncertainty Part II — Phantom Data Centers: How Strategic Opacity Drives Overbuild

Managing Data Center Uncertainty Part II — Phantom Data Centers: How Strategic Opacity Drives Overbuild

The Cognitive Grid Part I: Why the Grid Is Now an Intelligence Problem

The Cognitive Grid Part I: Why the Grid Is Now an Intelligence Problem

The State Playbook for Equitable Data-Center Growth

The State Playbook for Equitable Data-Center Growth

Managing Data Center Uncertainty Part I — The Uncertainty Problem

Managing Data Center Uncertainty Part I — The Uncertainty Problem

News

11.03.25: AIs Power Surge: Data Centers, Solar Investments, and LLM Advancements

Meta’s 385-MW solar deal and NVIDIA’s 4-bit AI training breakthrough show how tech giants are reshaping energy use. As renewables power AI data centers and efficiency gains cut compute demand, the race to decarbonize digital infrastructure is redefining the global power landscape.

10.27.25: Navigating AIs Hidden Impact on Energy and Efficiency

10.20.25: Harnessing Energy Innovations to Power Next-Gen AI

10.06.25: AI Data Centers Surge as Key Focus in Power Infrastructure Expansion

09.29.25: AI Sparks Hydrogen Revolution in Zero-Emission Data Centers

09.22.25: AI-Driven Innovation Fuels Solar Development and Data Center Sustainability

09.15.25: Trust, Power, and Scale

Reviews

The Age of Compute: How AI and Data Centers Rewired Global Energy Investment

The Age of Compute: How AI and Data Centers Rewired Global Energy Investment

Global energy investment hits $3.3 trillion in 2025, with two-thirds ($2.2 trillion) now flowing to clean energy. The IEA warns that AI and data centers are reshaping demand, potentially consuming 1,000 TWh by 2030 and driving a new “Age of Electricity and Intelligence.”

The Digital Dividend: How Data Centers Are Rewriting the IEA’s Renewables 2025 Outlook

The Digital Dividend: How Data Centers Are Rewriting the IEA’s Renewables 2025 Outlook

America’s AI Action Plan: An Energy and Infrastructure Appraisal

America’s AI Action Plan: An Energy and Infrastructure Appraisal

The Machine in the Control Room: Reviewing NERC’s White Paper on AI and ML in Real-Time System Operations

The Machine in the Control Room: Reviewing NERC’s White Paper on AI and ML in Real-Time System Operations

The Grid Behind the Algorithm: Reviewing the DOE’s Case for AI-Driven Infrastructure Reform

The Grid Behind the Algorithm: Reviewing the DOE’s Case for AI-Driven Infrastructure Reform

The Power Beneath the Code: How AI and Data Centers Are Rewiring Global Energy Investment According to IEA

The Power Beneath the Code: How AI and Data Centers Are Rewiring Global Energy Investment According to IEA

The Intelligence Revolution: How AI Is Rewriting the Rules of Energy

The Intelligence Revolution: How AI Is Rewriting the Rules of Energy

Reports

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Flexible Data Centers: The Architecture of Optionality

The Grid Divide: Which States Will Power the AI Economy—Which Will Be Left Behind

The Trillion-Dollar AI–Energy Convergence: Why Control of the Trust Layer Will Decide the Future

The Five Convergences of AI & Energy

Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040

Strategy

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CASE STUDY: Amazon’s Hybrid Landlord Approach

STRATEGY REPORT: The Carbon Cost of Intelligence

Insights

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