Articles

Shadow Grid: Artificial Intelligence, Electric Infrastructure, and the Question of Who Pays

AI companies pledged at the White House to finance power for data centers to protect ratepayers. But AI’s massive electricity demand is reshaping grid architecture—driving new generation, transmission, and private “shadow grid” systems that could shift energy infrastructure costs across the economy.

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.

Shadow Grid: Artificial Intelligence, Electric Infrastructure, and the Question of Who Pays

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