The Megawatt Mirror: How Data Center Finance Is Rewiring the Energy Landscape
The AI-Energy Decision Stack
Infrastructure planning once focused on forecasting demand. AI changes the challenge. The critical question is no longer how much demand will emerge, but which infrastructure commitments should be made before demand is fully known—and who bears the risk if assumptions prove wrong.
Brandon Owens
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.
Brandon Owens
How Artificial Intelligence Data Centers Are Reshaping the Regulatory Architecture of U.S. Electricity
AI data centers are stressing U.S. power regulation. The article argues for verified large-load governance: milestone-based forecasting, cost-causation tariffs, flexible service classes, operational visibility, and coordinated federal-state oversight.
Morgan Bazilian
IEA's World Investment Report Confirms Energy and AI Are Now the Same Story
IEA’s 2026 report shows energy and AI converging: $3.4T in investment, nearly 60% tied to electricity, $100B+ for data-center energy, and grids now the bottleneck. The next era belongs to infrastructure intelligence.
Brandon Owens
The Utility-AI Leadership Edge Part III: How CFOs Can Fund the AI-Driven Grid Buildout Without Leaving Customers Behind
Utility CFOs must fund unprecedented grid growth from AI, data centers, electrification, and resilience needs while protecting affordability. The winners will use CIAC, large-load tariffs, flexibility, and disciplined cost allocation to build trust and avoid shifting costs to customers.
Hannah Kaplan