Reports

The Trillion-Dollar AI–Energy Convergence: Why Control of the Trust Layer Will Decide the Future

The AI–energy convergence is a rapidly closing, trillion-dollar opportunity in which controlling the vendor-neutral, governance-embedded orchestration layer will determine who holds lasting power over the fusion of computing and electricity.

Photo by Igor Omilaev / Unsplash

The Five Convergences of AI & Energy

How AI Is Rewriting the Energy System

AI and Energy Infrastructure: Five Trends Shaping U.S. Power in 2025

Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040

AI is driving a surge in U.S. electricity demand, led by hyperscale data centers and cloud computing. By 2040, AI-related loads could double national power use. Utilities must adapt grid planning, clean energy deployment, and policy to align AI growth with decarbonization goals.

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