The Utility-AI Playbook: A Practitioner’s View from the Grid Edge
AI in utilities isn’t about replacing people—it’s about process, trust, and governance. The Utility-AI Playbook outlines seven steps to make intelligence utility-grade: start small, structure data, fine-tune, phase in, measure, govern, and evolve. Reliability remains human-led.
IEA Confirms Data Centers Are Reshaping Global Electricity Demand
The IEA expects global electricity demand to grow 3.6% in 2026 and 3.8% in 2027. In the United States, data centers are the main growth driver, while renewables expand, gas generation rises, and emissions increase modestly in 2026.
Brandon Owens
The Power Sector's AI Decade - Part 5
AI is reshaping the power sector, but success depends less on flashy tools than on institutions that can sustain them. Utilities, regulators, and investors must build technical talent, workforce pathways, and oversight to avoid brittle automation and uneven transitions.
Michael Leifman
The Federal AI Land Rush Is an Execution Test
Washington is opening energy sites and military bases to data center developers. The early record shows that federal site control can remove one bottleneck, but it does not erase the harder sequence of leasing, environmental review, power procurement, interconnection, financing, and construction.
Morgan Bazilian
China’s Tungsten Controls Expose a Semiconductor Chokepoint
WF6, a critical semiconductor gas, remains available despite reports of Japanese production exits. Yet China-linked tungsten feedstock controls, price spikes, concentrated supply, and 18–24-month qualification cycles expose a deeper bottleneck AI-driven chip demand cannot quickly solve.
Morgan Bazilian