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
The Five Convergences of AI & Energy
How AI Is Rewriting the Energy System
Brandon Owens
5 AI‑Driven Trends Shaping U.S. Power Infrastructure
In 2025, AI transforms U.S. energy: data centers become baseload, GenAI aids grid ops, and smart microgrids enhance resilience. Buildouts outpace climate goals. Digital twins model people and machines, marking a shift to intelligent, adaptive power systems.
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