Commentary

The grid faces unprecedented pressures as data center-driven demand skyrockets, with expected growth hitting 50% over the next 15 years. Meanwhile, utilities contend with record-high turnover rates and an aging workforce, half of which is expected to retire over the next decade. Without workforce stability, there can be no grid reliability. The sector is racing to modernize its infrastructure, but no amount of intelligent technology can replace human input.

In early 2020, the prevailing narrative in the power sector was a continuation story of the developments from the decade before: renewable buildout will keep compounding, thermal capacity will keep retiring (albeit at a slower rate), markets will evolve to compensate for flexible generation products, capital will keep moving earlier in the development value chain […]

The fusion industry just achieved a major milestone—and this time, it’s not about science.

Data centers are already among the world’s hungriest power users, and artificial intelligence (AI) is pushing their energy consumption to new heights. The International Energy Agency expects data centers’ electricity use to more than double by 2030, reaching roughly 1,000 TWh. That’s a growth rate four times faster than the overall grid. In some scenarios, AI-optimized facilities could […]

As AI demand accelerates, the race is on to bend the power curve before it bends the grid. The first electric refrigerators were mechanical curiosities—loud, bulky appliances that consumed staggering amounts of electricity. But they spread anyway, because the productivity gains were too great to ignore. Daily habits shifted. Food systems reshaped. Household labor changed […]

The power of U.S. innovation and market incentives cannot be underestimated. The convergence of a business-driven energy transition and the explosive growth of artificial intelligence (AI) have exposed a critical bottleneck within our energy grid.

By utilizing artificial intelligence (AI) and cloud computing, smart cybersecurity systems are helping to bolster the utility industry’s defenses. AI-powered cybersecurity is powerful because it enhances overall resilience to sophisticated cyber threats by providing real-time threat detection and response capabilities. And at a time when these threats are becoming more prolific and sophisticated, defenders need every advantage they can get.

Land strategy often determines whether a project moves forward or falls apart. While interconnection delays and equipment shortages get more attention, land presents a distinct and consistently underestimated source of friction in the development lifecycle.

The dawn of electric semitrucks and other medium- and heavy-duty commercial vehicles has arrived, and if the technology is going to be widely adopted, we have to come to grips with what this means for our electrical infrastructure.

In the race to decarbonize and secure America’s energy future, nuclear power is once again in the spotlight. From advanced reactors to fusion breakthroughs, the promise of nuclear energy is clear.

The energy industry continues to transition at a rapid pace. Across nearly every market, renewables are reliably and economically transitioning the grid from fossil fuels.

The demand for distributed generation (DG) solar has never been higher, yet many projects are getting stuck before they even break ground. The problem is utility interconnection. For community or net metered solar systems in the 1 MW to 5 MW range, in particular, the utility’s review of whether the grid can handle new power […]

When I was a kid, I used to watch thunderstorms roll in from the porch, tracing lightning across the sky and marveling at how energy moved between clouds. We build infrastructures now that try to do the same thing—collect, store, and dispatch power on demand. But as energy storage scales (Figure 1), it’s not the […]

Lenders and investors are scrutinizing data center projects closely. Identifying and mitigating risks early helps attract investors and reduce financing costs. Clear documentation and realistic timelines are essential to securing financing. Land Control—The Foundation of Success: Land remains the cornerstone of any data center development. Verifying land control ensures the project’s legal and physical foundation […]

The U.S. residential solar industry has entered a new era. With the federal Investment Tax Credit (ITC) phasing out at the end of 2025, the market faces a moment of recalibration. This will likely mean a short-term decline, but it’s far from a death knell for the industry. After all, while incentives may fade, energy […]

The story of artificial intelligence (AI) is often told in the language of speed and efficiency. Every quarter brings claims of models that run faster and cost less. Yet behind the glossy benchmarks lies a more sobering truth: the appetite for AI is growing so quickly that even the most impressive efficiency gains cannot keep […]

Ever since the One Big Beautiful Bill Act (OBBBA) first surfaced, it has been widely portrayed as an existential threat to the renewable energy transition. From boardrooms to project sites, developers braced for the worst—expecting a wave of regulatory shifts that could undermine years of progress in clean energy deployment. However, with the latest guidance from the Treasury Department released this August, uncertainty has been replaced by urgency—signaling that the time is now for decision-makers to get moving on their much-needed solar initiatives.

When artificial intelligence (AI) manages a power grid, it cannot operate as a black box. A wrong decision will not just frustrate users, it will trigger a blackout. This critical nature of AI deployments in energy is forcing AI to mature faster in energy than in any other sector. When algorithmic decisions affect high-stakes systems […]

The rise of artificial intelligence (AI) isn’t just transforming industries; it is also transforming the energy grid. Behind every AI breakthrough lies a massive surge in computing power, and with it, an unprecedented demand for reliable and affordable electricity. As the U.S. positions itself for continued technological leadership, meeting the energy needs of AI data […]

California is on the verge of banning the sale of portable fossil fuel-powered generators, the most commonly used backup power solution for households and small businesses. The state’s move aligns with its ambitious climate strategy to cut carbon emissions and advance toward a clean energy future. However, the ban also exposes a difficult reality: millions […]

As infrastructure projects accelerate across industries, the role of fleet operations has never been more critical. Organizations depend on vehicles that can adapt to evolving jobsite, supply chain, and regulatory demands. Yet in a market defined by volatility and OEM shortages, rigid fleet specifications and single-source loyalty are no longer sustainable strategies. Instead, the fleets […]

The energy industry is in a bit of a technological whirlwind. Climate-related disruption and shifting adaptation requirements inject alarming levels of uncertainty into traditional business models, while a surge in amazing engineering breakthroughs and innovations simultaneously present irresistible opportunities for enhanced efficacy and resilience.

The One Big Beautiful Bill Act (OBBBA) has redrawn the U.S. energy sector map. By scaling back clean energy tax credits and easing regulations on fossil fuels, the act has simultaneously cooled renewable investment and reignited traditional energy expansion. For dealmakers in the energy industry, this has created both headwinds and new openings, especially in […]

Data centers are the backbone of the digital age, housing the servers and networking equipment that power everything from cloud computing to streaming services. As these facilities grow in size and complexity, so does the challenge of keeping them cool.

The true engine of America’s economy might surprise you. It’s not tech. It’s not artificial intelligence, finance, or manufacturing. It’s energy. Energy accounts for just 7% of America’s gross domestic product (GDP), but, as former FERC Chair Mark Christie put it, “it’s the foundational 7% … everything else in our economy and lifestyle flows from it.”

From France’s legacy to America’s momentum, experts warn that without decisive leadership, China and Russia will dominate the nuclear-AI economy. Nuclear energy has moved from being a quiet constant to the centerpiece of a global race. Nations increasingly recognize that sovereignty—economic, technological, and cultural—depends on securing clean, stable, and independent sources of power. COMMENTARY Myrto […]

Here’s a fundamental truth: there is no AI without energy. And as the technology grows, its demand for energy, and carbon footprint, may never again be as small as it is today. Against this backdrop, debates over which energy source should power AI miss the point. AI’s appetite for energy—relative to what the grid has […]

For decades, renewables like solar and wind have been hailed as the answer to our looming climate and infrastructure challenges. However, persistent issues have surfaced—especially with surging demand from artificial intelligence (AI) data centers and broad electrification. Energy Secretary Chris Wright recently pointed to analysis wind and solar only supply about 3% of raw energy […]

Historically, the relationship between energy producers and consumers has been straightforward—energy companies produce energy, grid operators deliver that energy, and end users consume the energy they receive. Energy flowed in one direction, from generators to homes and businesses. Producers and consumers were easy to identify in this market because there was no overlap, and they […]

I’m lucky to learn firsthand about some of the world’s most cutting-edge technologies. I’ve seen artificial intelligence ace an AP biology test, long before AI became an everyday tool. I’ve seen genetically modified mosquitoes that stop malaria in its tracks. I’ve seen geothermal wells that go 15,000 feet below the surface of the earth.   But […]