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The industry can’t agree on what AI demand risk is worth
Amazon and Virginia priced the same AI power-demand risk two different ways, and neither number tells the whole story.
Nick ZenkinAug 5, 2026
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Perimeter Compute wants to turn spare office power into edge AI data centers
Catherine BoudreauAug 3, 2026
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Grid utilization: Useful policy tool or a distraction?
Catherine BoudreauJul 31, 2026
- A simple fix that could unlock the heat pump market
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The new legal landscape for canceled DOE awards
Maeve AllsupJul 30, 2026
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PJM’s big experiment is about to begin
But the new system will eventually fail. And that’s kind of the point.
Maeve AllsupAug 4, 2026 -
Why C&I storage is finally taking off
Tim Hade, senior vice president at Voltus, discusses how commercial customers could become energy storage’s fastest-growing market
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CFS thinks fusion isn’t ready for public markets
Commonwealth Fusion Systems just raked in $1 billion in private capital — and is planning to raise more.
Maeve AllsupJul 30, 2026 -
DOE’s blue-state purge hit a transmission project promising cost savings
The project had bipartisan backing and targeted $200 million in savings. But California votes blue, so DOE killed it anyway.
Nick ZenkinJul 29, 2026 -
The missing capital for climate startups: More debt
Enduring Planet CEO Dimitry Gershenson on why climate startups need non-dilutive capital, and fundraising in a volatile market.
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Community concerns are becoming design requirements for AI infrastructure
Local priorities increasingly shape how both data centers and the energy needed to power them are designed and built.
Brad HartwigJul 29, 2026 -
NextEra’s Dominion buy is about more than load growth
The energy giant needs the additional IOU in its portfolio, and it’s not just because it wants to serve Data Center Alley.
Lisa Martine JenkinsJul 28, 2026 -
As more data centers trip off the grid, ‘ride-through’ rules gain steam
A 3-GW load drop in Virginia highlighted the cascading blackout risks of AI data centers disconnecting during grid faults.
Catherine BoudreauJul 28, 2026














