AI × Energy: Research & Insights on Energy Infrastructure & Demand

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AIxEnergy Convergence Map: Technologies, Companies, Deployments, and Capital Flows

AIxEnergy Convergence Map: Technologies, Companies, Deployments, and Capital Flows

The convergence of AI and energy is redefining modern power systems. At its core lies a layered AI‑powered grid: intelligent sensors collect real‑time data, ML forecasts load and renewable output, reinforcement learning orchestrates dispatch and market participation, and automated systems.

The Power Beneath the Code: How AI and Data Centers Are Rewiring Global Energy Investment

The Power Beneath the Code: How AI and Data Centers Are Rewiring Global Energy Investment

Artificial intelligence, in its rise from computational experiment to cultural force, has become more than an abstract function of algorithms and hardware. It is an industrial force, with demands that echo the steel mills and textile factories of the nineteenth century.

AI and Energy Infrastructure: Five Trends Shaping U.S. Power in 2025

AI and Energy Infrastructure: Five Trends Shaping U.S. Power in 2025

In 2025, AI transforms U.S. energy: data centers become baseload, GenAI aids grid ops, and smart microgrids enhance resilience. Buildouts outpace climate goals. Digital twins model people and machines, marking a shift to intelligent, adaptive power systems.

Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040

Research Report

Artificial Intelligence and U.S. Electricity Demand: Trends and Outlook to 2040

AI is driving a surge in U.S. electricity demand, led by hyperscale data centers and cloud computing. By 2040, AI-related loads could double national power use. Utilities must adapt grid planning, clean energy deployment, and policy to align AI growth with decarbonization goals.

AI’s Electric Empire: Sectoral Load Growth and the Grid Divide

AI’s Electric Empire: Sectoral Load Growth and the Grid Divide

AI is reshaping U.S. electricity demand, driving growth in hyperscale data centers, enterprise applications, industrial AI, and edge computing. This surge, concentrated in specific regions, is reshaping the grid, creating challenges for transmission planning and infrastructure.

The Digital Load Curve: How Computing Rewired America's Grid—and Why AI May Break It Again

The Digital Load Curve: How Computing Rewired America's Grid—and Why AI May Break It Again

From 2000 to 2005, U.S. data center energy use grew by 90%. Efficiency gains slowed growth, but the rise of cloud computing and AI since 2014 caused a surge. By 2028, data centers may consume up to 12% of U.S. electricity.

America Needs a National AI Energy Policy

America Needs a National AI Energy Policy

Artificial intelligence is driving a surge in electricity demand, yet the U.S. lacks a national strategy to manage it. This article calls for a coordinated AI energy policy to modernize the grid, align innovation with infrastructure, and prevent a looming energy crisis.

Toward Net Zero

Toward Net Zero

As AI drives soaring demand, U.S. data centers race to cut energy and water use. With liquid cooling, 24/7 clean energy, and bold innovation, net-zero is within reach by 2030–2040. Sustainability is becoming reality, not just marketing.

Digital Giants and the Race for Net-Zero Data Centers

Digital Giants and the Race for Net-Zero Data Centers

The Intelligence Revolution: How AI Is Rewriting the Rules of Energy

The Intelligence Revolution: How AI Is Rewriting the Rules of Energy

Wired for Power

Wired for Power