The New Deal: How Hyperscalers’ Partnership Models Are Rewiring Clean-Power Procurement
Hyperscalers are shifting from power buyers to grid architects. Through five partnership models they shape clean energy procurement and grid build-out—deciding whether AI demand locks in fossil fuels or accelerates zero-carbon supply.
The AI Boom Is Becoming a Credit Bet
AI financing has progressed from concentrated venture equity into a cross-asset financing system, while the market signals required to validate the buildout—utilization, cash generation, debt absorption and physical energization—remain unresolved.
Morgan Bazilian
AI in Grid Planning: The Burden of Proof
AI can accelerate planning work, but speed is not an evidentiary standard. The more an AI output can shape an infrastructure decision, the more utilities should require traceability, independent validation, reproducibility, controlled change, and accountable engineering judgment.
Tianqiao Zhao
