Power Markets
Covers the commercial machinery behind AI-era electricity: procurement, finance, utility business models, flexible load, virtual power plants, hyperscaler deals, clean-power contracting, and the economic value of speed, capacity, flexibility, and risk transfer in constrained power systems.
Can Virtual Power Plants Finance, Accredit, and De-Risk America’s AI-Era Grid?
Virtual Power Plants have the potential to unlock America’s AI future—providing fast, flexible, low-cost capacity to power data centers while easing grid strain and protecting consumers. The next race isn’t for silicon—it’s for speed to power.
Brandon Owens
The New Deal: How Hyperscalers’ Partnership Models Are Rewiring Clean-Power Procurement
Hyperscalers are shifting from power buyers to grid architects. Through five partnership models they shape clean energy procurement and grid build-out—deciding whether AI demand locks in fossil fuels or accelerates zero-carbon supply.
Brandon Owens
Beyond the Bubble: AI and the Future of Energy
The railroads of the 1850s, the dark fiber of the 2000s—these were not wasted dreams, but scaffolding for transformation. AI stands in that lineage. It is not a hype-train barreling toward disaster. It is the foundation of the energy future.
Brandon Owens