Articles

The Grid and the Shadow: America’s Record Clean Energy Buildout — and the Parallel System Emerging Beside It

The U.S. plans to add 86 GW of utility-scale power in 2026—the largest annual expansion in decades—led by solar and battery storage. But a parallel wave of privately built, gas-fired generation for AI data centers is emerging beyond traditional grid reporting.

The Grid’s New Blind Spot: Why Demand Volatility May Be the Next Frontier in Rate Design

When AI Agents Talk to Each Other: What the Electric Power Grid Reveals About the Next Phase of Intelligence

Artificial Intelligence Has Entered the Grid—Quietly: What U.S. utilities are doing with AI—and why scale remains constrained

U.S. utilities are adopting AI cautiously—piloting tools for forecasting, reliability, and large-load management while avoiding autonomous control. The constraint isn’t technology, but governance, data, regulation, and risk tolerance.

Read next