The grid's missing operating system: Why a $1...

Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. But the industry’s center of gravity is shifting. The conversation is no longer ju ...  Show more

As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all: power delivery, cooling, water access, and the speed at which new capacity can ...  Show more

Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there.  This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.  In this ...  Show more

Renewables and electric vehicles are on a tear, and they’ll soon likely attract $2 trillion in yearly investment. But global emissions have not peaked.  So what are the new frontiers of technology that will make renewables and storage more valuable – and draw down emissions at th ...  Show more

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailin ...  Show more

After 30 years of R&D and commercial proof, hundreds of billions in institutional dollars are pouring into now-conventional tech like wind, solar and batteries. But there’s a whole class of technologies that are ready to scale. And investors who are increasingly ready to back the ...  Show more