Conrad Snover

As artificial intelligence (AI) adoption accelerates, the gap between electricity demand and grid capacity is widening rapidly. While this trend is often framed as a power generation and transmission challenge, it is equally a procurement challenge. The materials, equipment, and skilled labor required to build both data centers and grid infrastructure are in increasingly tight […]

With electricity demand projected to rise 25% by 2030 and 78% by 2050 from 2023 levels, utilities are facing a perfect storm—aging infrastructure, climate-driven disruptions, and escalating expectations for reliability and resilience. Meeting this moment will require more than incremental improvement; it demands entirely new sources of capacity, and a fundamental rethink of how the […]