Power Procurement & Grid Strategy

The Energy Crisis AI Is Creating (And What It Means for Data Centers)

AI is outpacing the grid that powers it. The next frontier won’t be compute or chips. It’ll be who controls the electrons that keep them running.

Oct 31

Why the Smartest Data Center Investors Are Buying Power Before Land

The new real estate in data center investing isn’t land, it’s electricity. Here’s why the smartest investors now secure power before they buy a single…

Oct 23

Will OpenAI, Oracle, and SoftBank’s $500B Stargate Initiative Convert Contracts Into Energized AI Capacity?

Inside a multi-part play: hardware finance, energization sequencing, and the gap between contracted and live megawatts.

Sep 29

Can AI Really Run on 100% Renewable Energy by 2030?

Inside the Global Effort to Align AI Infrastructure with Clean Power, Real-Time Reliability, and Grid Constraints

Jul 29

Is Onsite or Offsite Power the Smartest Bet for Data Centers?

Power is the first constraint in every AI-scale data center. Here's how smart operators use onsite solar and offsite PPAs to de-risk timelines, satisfy…

Jul 7

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