America’s Data Center Reckoning
A wave of data center moratoriums is spreading across the United States as local governments and state legislatures try to catch up with the infrastructure demands of artificial intelligence.
The Next Bottleneck Has a Serial Number: Washington Has Added Equipment Provenance to the AI Power Race
Executive Order 14420 addresses a real grid-security threat but creates a new constraint on AI infrastructure. Its success depends on distinguishing cyber-control risk from supply-continuity risk while securing equipment supply chains without deepening shortages.
Brandon Owens
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
AI in Grid Planning: The Burden of Proof
AI can accelerate planning work, but speed is not an evidentiary standard. The more an AI output can shape an infrastructure decision, the more utilities should require traceability, independent validation, reproducibility, controlled change, and accountable engineering judgment.
Tianqiao Zhao
Google’s 100-Megawatt Capacity Deal Signals a New Phase in AI Power Procurement
The strategic change is not that a virtual power plant can provide demand response. It is that an AI company can now procure accredited capacity through a distributed portfolio, turning flexibility from a utility program into a corporate infrastructure contract.
Brandon Owens
