The New Geography of Power: How States Are Shaping the AI Infrastructure Era
States are competing to shape AI as physical infrastructure. Diverging archetypes—from hyperscale clusters to energy-led expansion—are creating a new hierarchy. Regions that align compute, energy, and institutions will lead; others will operate within systems designed elsewhere.
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
