The Four Horsemen of the Energy Transition: Where’s The Money Going?

The Four Horsemen of the Energy Transition: W...

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The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds of megawatts in seconds as GPUs checkpoint and restart a profile that looks like ...  Show more

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines provided for free: inertia that stabilises frequency, fault current that supports v ...  Show more

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