FERC Just Fired the Starting Gun on the Next Phase of the AI Economy
FERC’s June 2026 action reframes AI infrastructure as a grid-governance challenge: power access, flexible service, cost allocation, and resource adequacy now shape where the AI economy can grow.
FERC Meets the Shadow Grid: Deciding when Private Power becomes a Public Grid Problem
AI data centers are pushing FERC to confront the Shadow Grid, where private power, co-located generation, and hyperscale load blur into public grid obligations, forcing a shift from queue chaos to coordinated infrastructure governance.
Brandon Owens
The AI-Energy Decision Stack
Infrastructure planning once focused on forecasting demand. AI changes the challenge. The critical question is no longer how much demand will emerge, but which infrastructure commitments should be made before demand is fully known—and who bears the risk if assumptions prove wrong.
Brandon Owens
IEA's World Investment Report Confirms Energy and AI Are Now the Same Story
IEA’s 2026 report shows energy and AI converging: $3.4T in investment, nearly 60% tied to electricity, $100B+ for data-center energy, and grids now the bottleneck. The next era belongs to infrastructure intelligence.
Brandon Owens
The Utility-AI Leadership Edge Part III: How CFOs Can Fund the AI-Driven Grid Buildout Without Leaving Customers Behind
Utility CFOs must fund unprecedented grid growth from AI, data centers, electrification, and resilience needs while protecting affordability. The winners will use CIAC, large-load tariffs, flexibility, and disciplined cost allocation to build trust and avoid shifting costs to customers.
Hannah Kaplan
