AI’s Power Problem: Why Energy Infrastructure Is Becoming the Bottleneck for Data Center Growth
The global race to build artificial intelligence infrastructure is accelerating at a remarkable pace. Technology companies including Amazon Web Services...
The Energy Infrastructure Race Behind AI, Data Centers, and the New Industrial Economy
Why Electricity Is Becoming the Most Important Resource in the Digital Age By Positive Phil Something remarkable is happening across...
When a College Kid Points You Toward the Future
By Positive Phil Sometimes the most interesting business ideas come from unexpected places. For me, one of those moments came...
The New Race for Electricity
By Positive Phil Something interesting is happening in the technology world right now. Companies building artificial intelligence platforms and massive...
The Hidden Engine Behind the Digital Economy
By Positive Phil Everyone is talking about artificial intelligence right now. AI tools.AI companies.AI investments. But very few people are...
Why Many High-Energy Manufacturers Are Still Sitting on the Sidelines of the Energy Transition
Across the United States, electricity demand is entering a new phase of growth. Data centers, electrification of transportation, reshoring of...
Renewable Energy
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GRID CONSTRAINT WATCHLIST-Edition 05 — Hawaii
Hawaii is one of the most unique power markets in the United States. Unlike the mainland ISOs, Hawaii operates as...
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GRID CONSTRAINT WATCHLIST-Edition 04 — ISO-NE (New England)
New England is not a high-growth power market in the way Texas or the Mid-Atlantic are. However, it is becoming...
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GRID CONSTRAINT WATCHLIST – Edition 03 — CAISO (California)
California continues to lead the country in renewable deployment, battery storage buildout, and aggressive decarbonization policy. At the same time,...
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GRID CONSTRAINT WATCHLIST- Edition 02 — PJM Interconnection
If ERCOT’s challenge is speed, PJM’s challenge is queue depth. PJM covers some of the most economically dense regions in...
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