- Essays··7 min read
Sixty days to rewrite the grid
FERC gave the grid operators sixty days to defend the rules built for a 1998 steel mill against the reality of a one-gigawatt AI campus. The contract is the model; the software is only the implementation.
energy-aigrid-interconnectionfercdata-centersRead - Essays··13 min read
Sunday Essay · The Other Energy Curve
Two energy curves dominate 2026. The first is what AI does to the grid, and it owns the front page. The second is what AI does for the grid, and it is where the real policy and investment work belongs now.
ai-and-energydata-centre-demandmethane-detectiongeothermalRead