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Articles

The Year the Grid Met AI: 2025 and the Collision Between Exponential Compute and Linear Infrastructure

The Year the Grid Met AI: 2025 and the Collision Between Exponential Compute and Linear Infrastructure

Generative AI didn’t just increase electricity demand—it shattered planning assumptions. In 2025, utilities faced fast, concentrated load, broken forecasts, and new reliability risks, forcing a shift from passive supply to active stewardship of compute-driven infrastructure.
Shailesh Jain 12 Jan 2026
What’s Holding Utilities Back from Scaling the Grid for AI?

What’s Holding Utilities Back from Scaling the Grid for AI?

AI demand moves in months while grid infrastructure moves in years, creating a strategic mismatch. Unless utilities evolve from building capacity to orchestrating flexible demand, the grid becomes the bottleneck of the AI economy
Shailesh Jain 10 Dec 2025
The Great Shift in AI Infrastructure: From Hyperscale Training to Edge-Based Real-Time Action

The Great Shift in AI Infrastructure: From Hyperscale Training to Edge-Based Real-Time Action

Brandon Owens 08 Dec 2025
The Truth About the AI Boom: Why This Is Not a Bubble but a Buildout

The Truth About the AI Boom: Why This Is Not a Bubble but a Buildout

Brandon Owens 24 Nov 2025
Can Virtual Power Plants Finance, Accredit, and De-Risk America’s AI-Era Grid?

Can Virtual Power Plants Finance, Accredit, and De-Risk America’s AI-Era Grid?

Brandon Owens 12 Nov 2025
The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization

The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization

Brandon Owens 09 Nov 2025
Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Powering the Intelligence Age: How Hyperscalers Are Reviving U.S. Nuclear Plants to Fuel AI

Brandon Owens 07 Nov 2025

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