AI & Energy

Powering AI: the grid is the new bottleneck

Every leap in AI capability is now a question about electrons. Data centers are on track to consume a double-digit share of US electricity, hyperscalers are signing nuclear and SMR deals to lock in baseload power, and utilities are redrawing rate structures around AI demand. This hub covers the collision between the AI buildout and the energy system: who gets the power, at what price, and what it means for both industries.