Capital Is Sorting the AI Power Buildout by Risk
The financing boom is real, but venture rounds, project loans, corporate debt, and behind-the-meter partnerships are funding different risks. That distinction will help determine which megawatts arrive first.
From Peaker to Firm Load: What Changes When Gas Turbines Serve a Data Center
A gas turbine fleet that runs 13.6 percent of the year is a different asset from a campus that needs power in nearly every hour. Siting, market rules and contract structure decide who carries the difference.
Brandon N. Owens
After FERC Said No: Who Now Decides How AI Load Connects, and Who Pays
FERC rejected most of PJM's large-load interconnection proposal on October 9 while approving Duke Energy Carolinas' 15-year minimum revenue commitment. What that leaves for states, utilities and AI data center developers.
Brandon N. Owens
