The Data Center Boom Is Breaking the Old Rules of Power Regulation
AI data centers are exposing gaps in U.S. power regulation. Verified large-load governance—milestone-based forecasting, cost-causation tariffs, flexible service classes, operational visibility, and coordinated oversight—can reduce cost and reliability risk.
The Prompt Box Is Part of the Energy System: Why Sustainable AI Is Not Just a Data Center Problem
AI’s environmental impact depends not only on data centers, chips, and power supply, but on how people use it. Sustainable AI requires purposeful prompting, right-sized models, less low-value output, and better “demand architecture” for computation.
Ian Todreas
AEO 2026 in Review: A Structural Shift in U.S. Energy System Dynamics
AEO2026 reframes its “Reference Case” as a control, not a forecast, and reveals a structural shift: electricity demand—driven by data centers and AI—is now the primary system variable, with load shape (continuous vs peak) redefining grid costs and planning
Brandon Owens