The Grid’s Newest Contingency Is Demand That Disappears
AIxEnergy has identified 14 discrete large-load disturbances and three documented event series across PJM, ERCOT, and Ireland. Together, they reveal the reliability problem that is created when individually rational protection systems don't coordinate.
Brandon Owens
The AI Boom Is Becoming a Credit Bet
AI financing has progressed from concentrated venture equity into a cross-asset financing system, while the market signals required to validate the buildout—utilization, cash generation, debt absorption and physical energization—remain unresolved.
Morgan Bazilian
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The Moratorium Map: How the AI Boom Is Redrawing the Geography of Power and Permission
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 Power Sector's AI Decade - Part 5
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
