The Grid Wasn’t Built for AI
The real problem isn’t how much power data centers use—it’s how their demand behaves, and why the system doesn’t price it.
Brandon Owens
The Grid’s New Blind Spot: Why Demand Volatility May Be the Next Frontier in Rate Design
AI-driven digital loads are reshaping not just how much electricity the grid uses, but how it behaves. Traditional tariffs price magnitude and timing, not volatility. Aligning rates with demand behavior—without mandates—may be the next quiet evolution in cost-of-service regulation.
Brandon Owens