The Gas Turbine Supply Bottleneck
Why manufacturing capacity quietly caps AI-driven power growth As AI-driven electricity demand accelerates, much of the public conversation focuses on grid constraints, interconnection delays, and…
Archives: AI & Power Analysis
Dispatchable Power – Why Gas Still Wins
Reliability, flexibility, and the limits of theory As artificial intelligence drives a new wave of electricity demand, the conversation around power generation has become increasingly…
Inside the Deals Powering AI Infrastructure
How capital is adapting to power constraints, speed, and certainty As artificial intelligence drives unprecedented demand for compute, the limiting factor is increasingly not technology,…
Why Data Centers Are Moving Off the Grid
How AI demand, grid constraints, and power economics are reshaping infrastructure strategy The growth of artificial intelligence and hyperscale data centers isn’t just a software…
