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.
CASE STUDY: Amazon’s Hybrid Landlord Approach
Amazon’s AWS has become a “hybrid landlord” of the U.S. grid, combining the world’s largest renewable portfolio with nuclear ownership. With 14 GW of clean assets, it wields vast influence but faces fossil risks, transparency gaps, and execution challenges that will shape its AI-energy legacy.
Brandon Owens
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