Reports
Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040
Flexible Data Centers: The Architecture of Optionality
Data centers, once bound to diesel backup, are shifting toward flexibility—using orchestration, batteries, geo-distribution, and hydrogen to align workloads with grids. Reliability is being redefined: from redundancy built on combustion to responsiveness built on optionality.
The Grid Divide: Which States Will Power the AI Economy—Which Will Be Left Behind
The Trillion-Dollar AI–Energy Convergence: Why Control of the Trust Layer Will Decide the Future
