Strategy Reports
Strategic guidance on navigating grid bottlenecks, competitive positioning, and market opportunities to help participants manage risk and secure advantage in the energy transition.
The Carbon Cost of Intelligence: How Hyperscalers Will Shape the Future of the Grid
Hyperscalers’ clean energy pivots are necessary but insufficient—only by tackling structural limits like transmission delays, workload flexibility, and colocation contracts can AI accelerate decarbonization rather than lock in fossil fuels.
Brandon Owens