From Automation to Control: Architecting the Software-Defined Grid
The grid is shifting from hardware-based control to software-defined systems. AI, electrification, and distributed energy are driving this change, introducing new risks and requiring integrated, adaptive control across sensing, communication, and computation layers.
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