Artificial intelligence

Analysis
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AI
U.S. market
The rise of the AI infrastructure asset class

Major investors are announcing multi-billion partnerships dedicated to AI infrastructure. Is that enough to make a new asset class?

Analysis
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AI
Corporates
Meta's all-of-the-above strategy shows why powering AI is so complex

The company is “agnostic” to technology, and is going after gigawatts of renewables, nuclear, fossil gas, CCS, and batteries.

Interview
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DATA + CLOUD
AI
Data center growth ‘dwarfs’ anything we’ve seen in computing history

Peter Freed, who built Meta’s early energy team, riffs on demand projections, development models, and capacity trends.

Interview
Sponsored
Policy
AI
'Urgency and purpose': The mood at DOE's AI office during the lame duck

The future of the department's newest office’s is in question, but its work is still "critical," director Helena Fu said.

Interview
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AI
VC
How to create an AI energy startup in under six months

An AES and AI Fund partnership is ushering companies from idea to funding in record time.

Opinion
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AI
Regulation
The case for AI as a public utility

Why the evolution of the utility industry offers a roadmap for AI

Analysis
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AI
Policy
Will the AI race with China keep up momentum for clean energy?

Trump’s second term approach to energy has different priorities than his first.

Analysis
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AI
How Hitachi Energy’s AI-backed energy forecasting tool keeps up with the market

Energy forecasters struggle with today’s influx of data — and the speed of digital transformation.

TruckLabs, a technology platform improving the fuel efficiency or electric range performance of trucking, is one of Blue Bear's successful portfolio companies.
News
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VC
AI
Blue Bear Capital closes its third AI-energy fund

Partner Ernst Sack reflects on the industry’s evolution since the company started investing in the space in 2016.

Commentary
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AI
Grid edge
The perception problem delaying utility AI adoption

Many utilities see AI as an all-or-nothing solution. But the leading adopters take a more calculated approach.

Analysis
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Nuclear
AI
Can AI get us closer to fusion?

In the pursuit of commercializing fusion, AI can both speed scientific discovery and enhance enabling technologies, research has found.

Diablo Canyon
News
Sponsored
AI
Nuclear
PG&E deploys nation’s first generative AI model for nuclear at Diablo Canyon

The utility is in the process of rolling out a tool designed for document search and retrieval at nuclear plants.

Analysis
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Corporates
AI
The data center power crunch is already showing up in hyperscaler earnings

A roundup of third quarter earnings reports shows increasing infrastructure spending and short capacity.

News
Sponsored
AI
Grid edge
An overlooked efficiency solution in the AI race: general-purpose computing

Efficient Computer believes hyper-specialization of GPUs has missed a critical opportunity for distributed intelligence – until now.

Analysis
Sponsored
DATA + CLOUD
AI
A new solar-storage project is powering Amazon data centers. It took 7 years to get online

AES is bringing together solar, storage, and machine learning to power Amazon data centers in CAISO. But delays have been tough.