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Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040
Flexible Data Centers: The Architecture of Optionality
Data centers, once bound to diesel backup, are shifting toward flexibility—using orchestration, batteries, geo-distribution, and hydrogen to align workloads with grids. Reliability is being redefined: from redundancy built on combustion to responsiveness built on optionality.
Can Virtual Power Plants Finance, Accredit, and De-Risk America’s AI-Era Grid?
The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization
Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI
Managing Data Center Uncertainty Part II — Phantom Data Centers: How Strategic Opacity Drives Overbuild
AI developers are inflating power demand with phantom data centers—projects that exist on paper but never connect. Utilities build for the illusion, regulators approve the excess, and ratepayers bear the cost. Increased transparency can break the cycle.