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    • Podcast
    • AI
    • U.S. market

    The electrician shortage slowing the AI boom

    Raymond Hawkins, chief customer officer at Compass Datacenters, on why electricians have become the most valuable workers in AI.

    Shayle Kann Catalyst
    Aug 6, 2026
    • Commentary
    • AI
    • Corporates
    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 Zenkin
    Aug 5, 2026
    • Analysis
    • STORAGE
    • Research
    Which LDES companies are poised to land the next big contracts?

    It’s a short but varied list, new data shows.

    Maeve Allsup
    Aug 5, 2026
    • News
    • DATA CENTERS
    • Policy
    One Senate Democrat’s answer to Trump’s ‘ratepayer protection pledge’

    Sen. Heinrich’s Grid Savings Act would reopen the question of FERC’s authority over large load interconnection.

    Lisa Martine Jenkins
    Aug 4, 2026

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    • Analysis
    • DATA CENTERS
    • Regulation

    PJM’s big experiment is about to begin

    But the new system will eventually fail. And that’s kind of the point.

    Maeve Allsup
    Aug 4, 2026
    • News
    • DATA CENTERS
    • Grid edge

    Perimeter Compute wants to turn spare office power into edge AI data centers

    Exclusive: The startup is launching out of stealth with a plan to put GPUs in commercial buildings with excess capacity.

    Catherine Boudreau
    Aug 3, 2026
    • Analysis
    • Grid edge
    • U.S. market

    Grid utilization: Useful policy tool or a distraction? 

    As Virginia rolls out its first-in-the-nation law, analysts debate whether measuring spare capacity will actually lower rates.

    Catherine Boudreau
    Jul 31, 2026
    • Podcast
    • Corporates
    • STORAGE

    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

    Shayle Kann Catalyst
    Jul 30, 2026
    • News
    • Nuclear
    • VC

    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 Allsup
    Jul 30, 2026
    • Commentary
    • Gov funding
    • Grid edge

    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 Zenkin
    Jul 29, 2026
    • Opinion
    • Sponsored
    • DATA CENTERS

    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 Hartwig
    Jul 29, 2026
    • Analysis
    • DATA CENTERS
    • Regulation

    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 Boudreau
    Jul 28, 2026
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