Artificial Intelligence Has Entered the Grid: What U.S. Utilities are Doing with AI—and Why Scale Remains Constrained
U.S. utilities are adopting AI cautiously—piloting tools for forecasting, reliability, and large-load management while avoiding autonomous control. The constraint isn’t technology, but governance, data, regulation, and risk tolerance.
Thirsty A.I. Data Centers Planned Throughout Drought-Stricken West
AIxEnergy identifies 31 pipeline data-center and large-load projects in constrained Western water-utility territories. The screen does not measure project water use; it shows where water diligence should move to the front of site selection.
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
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