Brandon Owens
10.13.25: AI Agents Revolutionize Enterprise Software Landscape
The Age of Compute: How AI and Data Centers Rewired Global Energy Investment
Global energy investment hits $3.3 trillion in 2025, with two-thirds ($2.2 trillion) now flowing to clean energy. The IEA warns that AI and data centers are reshaping demand, potentially consuming 1,000 TWh by 2030 and driving a new “Age of Electricity and Intelligence.”
The Digital Dividend: How Data Centers Are Rewriting the IEA’s Renewables 2025 Outlook
By 2030, renewables will supply 43% of global power—over 4,600 GW, twice 2022’s total. Yet nearly one point of today’s demand growth stems from “AI + AC.” Data centers, once grid burdens, now accelerate renewables—adding 110 TWh, or ~54 GW, of clean capacity by 2030.
10.06.25: AI Data Centers Surge as Key Focus in Power Infrastructure Expansion
The OpenAI–AMD Accord in Context: From Silicon Optionality to Grid Sovereignty
OpenAI’s 6-GW deal with AMD marks AI’s growing dependence on real power. It’s a milestone linking silicon to substations, forcing planners and policymakers to treat compute demand as part of the energy system, not apart from it.
Grid Innovations Without Guardrails: Why Utility AI Demands Governance
AI is transforming grid operations—forecasting renewables, managing EVs, and detecting wildfires—but without governance, risks of bias, cyberattacks, and black-box failures grow. The missing link is systemic oversight to ensure transparency, safety, and accountability.