The New Geography of AI Infrastructure
AI is making computation physical again: global AI capacity will follow not just chips and fiber, but power, water, cooling, permits, grid reliability, and the emerging Shadow Grid that turns energy infrastructure into the new map of AI advantage.
AI Load Corridors and the Rise of Orchestration Utilities
AI infrastructure is transforming utilities from electricity providers into infrastructure orchestration platforms. The future advantage may belong to operators that can synchronize power, transmission, cooling, fiber, and capital deployment under conditions of extreme uncertainty.
Brandon Owens
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