The demand stack: Turning customers into grid capacity [partner content]

For 20 years, the blueprint for data centers was simple: find some land, get in line for power, and trust that the utility could deliver. Data centers and power infrastructure got built on separate tr...

2 Jul 34min

AI is about far more than chatbots and copilots. For utilities, the bigger opportunity may be in applying purpose-built models to the operational data from smart meters, customer systems, weather, out...

30 Jun 20min

For a half century, fusion has been a scientific story playing out in national labs, government research budgets, and peer-reviewed journals. Every so often, a bold claim captures the public's attenti...

26 Jun 59min

Depending on where you sit, SpaceX is either the greatest industrial company of our time, or a CapEx bonfire that requires a lot of imagination to justify. But either way, the company’s public debut ...

18 Jun 41min

The anger and anxiety over electricity in America is palpable. You can see it in packed utility commission hearings, in protests against companies, and in furious reactions on social media. And you c...

12 Jun 49min

First, it was a power bottleneck. Then a compute bottleneck. Now, as AI agents burn through tokens faster than anyone predicted, we're back in a compute shortage. Meanwhile, it's getting harder than e...

5 Jun 1h 1min

A familiar debate is reemerging in US politics: is it helpful or damaging to talk about climate change? It broke into the open when the New York Times published an op-ed from Matthew Huber arguing th...

29 Mai 1h 7min

Last year, clean energy attracted double the investment of fossil fuels. It's now a multi-trillion dollar industry globally, and the dominant source of new capacity in the US. And yet in the 2024 ele...

22 Mai 46min