Articles

Leapfrogged by the Future: AI and the Fragile Moats of Energy Innovation

AI is reshaping energy: grids once built in decades now leapfrog with models, agents, and twins. Speed brings opportunity but erodes moats—durability now lies in adaptability, governance, and momentum. The grid is becoming a cognitive system, raising urgent questions of ownership and control.

Photo by Gabriela / Unsplash

Managing Data Center Uncertainty Part I — The Uncertainty Problem

AI has broken the grid’s forecasting logic. Data-center demand could double—or stall—by 2028. The problem isn’t prediction, it’s governance. Smarter rules, transparent data, and flexible pricing—not overbuild—will determine how well the grid survives the AI era.

From Reactive Reliability to Dynamic Intelligence: How AI Is Building the Grid We Actually Need

AI is transforming the grid from reactive reliability to dynamic intelligence. As demand surges from data centers and electrification, utilities are deploying AI-driven DERMS, VPPs, and predictive systems to create flexible, resilient power networks built for the AI age.

Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Tech giants are turning to nuclear power to fuel AI. Google, Amazon, and Microsoft are backing reactor restarts and next-gen designs—reviving U.S. plants in Iowa and Pennsylvania to secure 24/7 carbon-free energy and anchor America’s digital infrastructure for the AI era.

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