Articles

The Grid’s New Blind Spot: Why Demand Volatility May Be the Next Frontier in Rate Design

AI-driven digital loads are reshaping not just how much electricity the grid uses, but how it behaves. Traditional tariffs price magnitude and timing, not volatility. Aligning rates with demand behavior—without mandates—may be the next quiet evolution in cost-of-service regulation.

When AI Agents Talk to Each Other: What the Electric Power Grid Reveals About the Next Phase of Intelligence

Artificial Intelligence Has Entered the Grid—Quietly: What U.S. utilities are doing with AI—and why scale remains constrained

U.S. utilities are adopting AI cautiously—piloting tools for forecasting, reliability, and large-load management while avoiding autonomous control. The constraint isn’t technology, but governance, data, regulation, and risk tolerance.

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.

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