Commentary

Artificial intelligence (AI) is evolving, and so is the demand for the infrastructure behind it. However, for those looking to build a sustainably conscious system, this growth raises a crucial question: What does an energy-efficient data center system look like? While rightfully, much of the attention has focused on controlling energy usage of bigger systems […]

 Yes, you need to shut off the power … 60-plus-mile-per-hour winds whipping down the mountains, ample dry vegetation in their path, and a significant population in the wildland-urban interface (WUI) with unassuming residential areas beyond. These conditions set the stage for catastrophic fires, including those in Eaton Canyon in Los Angeles, California, in 2025, and in […]

The explosive growth of hyperscale data centers is reshaping the power sector at unprecedented speed. In just a few short years, load requests from data center operators have gone from occasional filings to a full-on wave of gigawatt-scale development across North America. While much attention has been paid to the trend of co-locating data centers […]

The challenge posed by surging demand for electricity from data centers and high-performance computing facilities presents an ideal time for innovative energy solutions that efficiently improve grid reliability and increase the availability of clean, affordable electricity. Not only does the U.S. risk missing more than $100 billion of artificial intelligence (AI) market growth over the […]

The U.S. is bracing for a reality where artificial intelligence and data centers overwhelm the power grid, and rightfully so, as America seeks to lead the global AI race. But this push is coming at the same time that the federal government is reshuffling fiscal priorities and prioritizing energy independence. While that dynamic may seem like a challenging juxtaposition, one thing is clear: regardless of political affiliation or preferred priority, if the U.S. wants to lead the world in AI, it must power it first.

The fleet industry is approaching a pivotal juncture, with electrification increasingly positioned as a potential path forward for businesses working to reduce emissions and operating costs. Yet, during this period with evolving expectations and uncertain environmental regulations, the direction and pace of this transition remain fluid. While momentum is building around the shift from traditional […]

As billions of dollars flood into the historically niche electricity sector, U.S. power generation is having a moment and entering what may be its most consequential investment cycle in decades. The U.S. power space saw record levels of capital investments in 2024. These billions in new investments are coming not just from legacy participants, but […]

IBEW International President Kenneth W. Cooper on June 29 issued the following statement on Senate Republicans’ draft reconciliation bill, the so-called “Big Beautiful Bill” that threatens several sectors, including renewable energy: “This budget reconciliation bill is a direct attack on working families, shoveling tax breaks to the rich while turning its back on the people […]

As Donald Trump took office in January, the administration immediately declared a national energy emergency, explaining that “we need a reliable, diversified and affordable supply of energy to drive our Nation’s manufacturing, transportation, agriculture, and defense industries.”   Both ends of the political spectrum agree that the U.S. desperately needs more power on the grid—among other […]

The advent of President Trump’s second term has heralded significant changes for the U.S. energy industry, and savvy private equity investors are adapting. Six months down the road, the reprioritization of investment opportunities by such savvy private equity investors has delineated some clear—and familiar—near-term winners. Two of the top five private equity investment trends in […]