AI financing has reached record levels but is concentrated among a few firms and increasingly relies on strategic capital, debt, private credit, leases, and cross-holdings—creating substantial risk if demand, margins, or valuations disappoint.
Morgan Bazilian
A new AIxEnergy dataset tracks 234 policy actions across 230 geographies, revealing how local governments, states and power systems are turning access to land and electricity into a negotiated form of permission.
Brandon Owens
AI financing has reached record levels but is concentrated among a few firms and increasingly relies on strategic capital, debt, private credit, leases, and cross-holdings—creating substantial risk if demand, margins, or valuations disappoint.
Morgan Bazilian
A new AIxEnergy dataset tracks 234 policy actions across 230 geographies, revealing how local governments, states and power systems are turning access to land and electricity into a negotiated form of permission.
Brandon Owens
The International Energy Agency’s July 2026 Electricity Mid-Year Update identifies expanding data-center capacity as one of the structural forces accelerating global power demand. The IEA expects worldwide electricity consumption to grow 3.6 percent in 2026 and 3.8 percent in 2027, reaching approximately 30,700 terawatt-hours. Its more focused April assessment of energy and artificial intelligence estimates that data-center electricity consumption increased 17 percent in 2025, while consumption
Brandon Owens
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AI is reshaping the power sector, but success depends less on flashy tools than on institutions that can sustain them. Utilities, regulators, and investors must build technical talent, workforce pathways, and oversight to avoid brittle automation and uneven transitions.
Michael Leifman
Washington is opening energy sites and military bases to data center developers. The early record shows that federal site control can remove one bottleneck, but it does not erase the harder sequence of leasing, environmental review, power procurement, interconnection, financing, and construction.
Morgan Bazilian
