How Regulatory Seams Are Reshaping American Power
State and federal policies are opening regulatory seams that let large AI data centers build off-grid power, often gas-fueled, outside traditional utility oversight. Clean-energy mandates bind the grid, not private systems—creating a parallel “shadow grid” with emissions and ratepayer risk.
The Moratorium Map: How the AI Boom Is Redrawing the Geography of Power and Permission
A new AIxEnergy dataset tracks 234 policy actions across 230 geographies, revealing how local governments, states and power systems are turning access to land and electricity into a negotiated form of permission.
Brandon Owens
The AI Boom Is Becoming a Credit Bet
AI financing has progressed from concentrated venture equity into a cross-asset financing system, while the market signals required to validate the buildout—utilization, cash generation, debt absorption and physical energization—remain unresolved.
Morgan Bazilian
The Climate Outside the Fence: Why cooling conditions belong in every AI data-center siting model
The International Energy Agency’s July 2026 Electricity Mid-Year Update identifies expanding data-center capacity as one of the structural forces accelerating global power demand. The IEA expects worldwide electricity consumption to grow 3.6 percent in 2026 and 3.8 percent in 2027, reaching approximately 30,700 terawatt-hours. Its more focused April assessment of energy and artificial intelligence estimates that data-center electricity consumption increased 17 percent in 2025, while consumption
Brandon Owens