Research Reports
In-depth reports that decode the evolving nexus of AI and energy—delivering strategic insight, technical clarity, and forward-looking analysis for decision-makers and innovators
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.
Brandon Owens
The Grid Divide: Which States Will Power the AI Economy—Which Will Be Left Behind
States can treat electricity as the strategic infrastructure of the digital age and act accordingly—or they can cede the future to those that do. The winners will be the ones that make power their comparative advantage.
Brandon Owens
The Trillion-Dollar AI–Energy Convergence: Why Control of the Trust Layer Will Decide the Future
The AI–energy convergence is a rapidly closing, trillion-dollar opportunity in which controlling the vendor-neutral, governance-embedded orchestration layer will determine who holds lasting power over the fusion of computing and electricity.
Brandon Owens
The Five Convergences of AI & Energy
How AI Is Rewriting the Energy System
Brandon Owens
Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040
AI is driving a surge in U.S. electricity demand, led by hyperscale data centers and cloud computing. By 2040, AI-related loads could double national power use. Utilities must adapt grid planning, clean energy deployment, and policy to align AI growth with decarbonization goals.
Brandon Owens