Reviews
Review of NERC, FERC, EIA, IEA, DOE and other recently released documents, reports and articles that provide an objective assessment of the convergence of AI and energy systems.
When Advice Becomes Authority: AI, the Grid, and the Governance of Delegated Judgment
AI is quietly shifting grid operations by moving judgment upstream into decision-support software. The Cognitive Grid argues legitimacy requires permission that is legible, bounded, and auditable at machine speed—implemented via EthosGrid’s runtime governance layer.
Brandon Owens
The Role of Artificial Intelligence in World Energy Employment 2025
The International Energy Agency’s (IEA) World Energy Employment 2025 offers a comprehensive assessment of global labor trends across the energy sector. While the report’s core narrative focuses on job growth, skilled-worker shortages, and demographic pressures, it also provides a substantive—though understated—examination of how artificial intelligence (AI)
Brandon Owens
The Genesis Mission and the Architecture of National Scientific Capacity
The White House launched the Genesis Mission, directing DOE to build a unified AI platform that integrates federal data, HPC systems, and autonomous research tools to accelerate scientific discovery, with significant implications for compute capacity and energy infrastructure.
Brandon Owens
The Age of Electricity Begins: AI Is Rewriting the Global Grid, Says IEA
AI is reshaping global electricity demand. The IEA’s WEO 2025 shows data centers doubling power use by 2030 and tripling by 2035, straining grids in the U.S., Europe, and China. Renewables, gas, and nuclear rush to keep pace as AI becomes both a demand shock and an efficiency engine.
Brandon Owens
The Age of Compute: How AI and Data Centers Rewired Global Energy Investment
Global energy investment hits $3.3 trillion in 2025, with two-thirds ($2.2 trillion) now flowing to clean energy. The IEA warns that AI and data centers are reshaping demand, potentially consuming 1,000 TWh by 2030 and driving a new “Age of Electricity and Intelligence.”
Brandon Owens
The Digital Dividend: How Data Centers Are Rewriting the IEA’s Renewables 2025 Outlook
By 2030, renewables will supply 43% of global power—over 4,600 GW, twice 2022’s total. Yet nearly one point of today’s demand growth stems from “AI + AC.” Data centers, once grid burdens, now accelerate renewables—adding 110 TWh, or ~54 GW, of clean capacity by 2030.
Brandon Owens
America’s AI Action Plan: An Energy and Infrastructure Appraisal
The America’s AI Action Plan recognizes AI’s massive energy demands and offers tools for permitting, workforce, and diplomacy. Yet it remains a political document, sidestepping climate goals and privileging fossil reliability over renewables—leaving decarbonization unfinished.
Brandon Owens
The Machine in the Control Room: Reviewing NERC’s White Paper on AI and ML in Real-Time System Operations
The white paper is notable, not because it solves the AI challenge but because it acknowledges it. Its insistence on human engagement, explainability, and cybersecurity is both timely and necessary.
Brandon Owens
Reviewing the DOE’s Case for AI-Driven Infrastructure Reform
The U.S. grid may be too weak to power its AI future, warns DOE—AI-driven demand could risk reliability without urgent infrastructure upgrades.
Brandon Owens
The AI Intelligence Revolution | New Energy Rules
AI is reshaping global energy, driving surging electricity demand while unlocking breakthroughs in innovation, resilience, and sustainability. The future of energy and AI is intertwined—and the choices we make now will define both.
Brandon Owens