The AI Factory? Artificial Intelligence, Manufacturing, and the Energy Realities of Reindustrialization
AI is reshaping U.S. manufacturing into a data-driven, energy-intensive ecosystem. Reindustrialization hinges on reliable, low-carbon power and grid modernization—linking America’s industrial competitiveness to its energy infrastructure.
Leapfrogged by the Future: AI and the Fragile Moats of Energy Innovation
AI is reshaping energy: grids once built in decades now leapfrog with models, agents, and twins. Speed brings opportunity but erodes moats—durability now lies in adaptability, governance, and momentum. The grid is becoming a cognitive system, raising urgent questions of ownership and control.
Brandon Owens
