Command of the Interconnect: The Hidden Infrastructure War Beneath Artificial Intelligence
AI’s future may hinge on an obscure material few policymakers recognize: indium phosphide, which powers the optical interconnects linking massive AI chip clusters. As China tightens export controls, the U.S. faces a strategic chokepoint in the physical infrastructure underlying AI dominance.
Morgan Bazilian
Command of the Interconnect: The Hidden Infrastructure War Beneath Artificial Intelligence
AI’s future may hinge on an obscure material few policymakers recognize: indium phosphide, which powers the optical interconnects linking massive AI chip clusters. As China tightens export controls, the U.S. faces a strategic chokepoint in the physical infrastructure underlying AI dominance.
Morgan Bazilian
When AI Stopped Behaving Like Load: The Emerging Grid Dynamics Crisis Beneath AI
AI infrastructure is no longer just a power-demand story. NERC’s rare Level 3 alert suggests hyperscale AI may alter the dynamic behavior of the grid itself, forcing utilities to rethink reliability, operability, and infrastructure planning in the age of machine-speed load synchronization.
Brandon Owens
AEO 2026 in Review: A Structural Shift in U.S. Energy System Dynamics
AEO2026 reframes its “Reference Case” as a control, not a forecast, and reveals a structural shift: electricity demand—driven by data centers and AI—is now the primary system variable, with load shape (continuous vs peak) redefining grid costs and planning
Brandon Owens
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