Toward Net Zero
As AI drives soaring demand, U.S. data centers race to cut energy and water use. With liquid cooling, 24/7 clean energy, and bold innovation, net-zero is within reach by 2030–2040. Sustainability is becoming reality, not just marketing.
The Next Bottleneck Has a Serial Number: Washington Has Added Equipment Provenance to the AI Power Race
Executive Order 14420 addresses a real grid-security threat but creates a new constraint on AI infrastructure. Its success depends on distinguishing cyber-control risk from supply-continuity risk while securing equipment supply chains without deepening shortages.
Brandon Owens
The Grid’s Newest Contingency Is Demand That Disappears
AIxEnergy has identified 14 discrete large-load disturbances and three documented event series across PJM, ERCOT, and Ireland. Together, they reveal the reliability problem that is created when individually rational protection systems don't coordinate.
Brandon Owens
The AI Boom Is Becoming a Credit Bet
AI financing has progressed from concentrated venture equity into a cross-asset financing system, while the market signals required to validate the buildout—utilization, cash generation, debt absorption and physical energization—remain unresolved.
Morgan Bazilian
The Moratorium Map: How the AI Boom Is Redrawing the Geography of Power and Permission
A new AIxEnergy dataset tracks 234 policy actions across 230 geographies, revealing how local governments, states and power systems are turning access to land and electricity into a negotiated form of permission.
Brandon Owens
