The OpenAI–AMD Accord in Context: From Silicon Optionality to Grid Sovereignty
OpenAI’s 6-GW deal with AMD marks AI’s growing dependence on real power. It’s a milestone linking silicon to substations, forcing planners and policymakers to treat compute demand as part of the energy system, not apart from it.
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
