Morgan Bazilian
Morgan D. Bazilian is Director of the Payne Institute and professor at Colorado School of Mines. Former World Bank energy specialist and UN diplomat, he is a leading expert on energy security and policy, with 220+ publications and affiliations.
Golden, Colorado
morganbazilian
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 Federal AI Land Rush Is an Execution Test
Washington is opening energy sites and military bases to data center developers. The early record shows that federal site control can remove one bottleneck, but it does not erase the harder sequence of leasing, environmental review, power procurement, interconnection, financing, and construction.
Morgan Bazilian
China’s Tungsten Controls Expose a Semiconductor Chokepoint
WF6, a critical semiconductor gas, remains available despite reports of Japanese production exits. Yet China-linked tungsten feedstock controls, price spikes, concentrated supply, and 18–24-month qualification cycles expose a deeper bottleneck AI-driven chip demand cannot quickly solve.
Morgan Bazilian
How Artificial Intelligence Data Centers Are Reshaping the Regulatory Architecture of U.S. Electricity
AI data centers are stressing U.S. power regulation. The article argues for verified large-load governance: milestone-based forecasting, cost-causation tariffs, flexible service classes, operational visibility, and coordinated federal-state oversight.
Morgan Bazilian
