How AI Data Centers Are Pushing Grid Optimization to the EdgeBy Andy Vesey For most of the history of the electric industry, intelligence resided in the grid.Utilities forecast demand, dispatched generation, managed reserves, maintained reliability, and balanced the countless interactions occurring
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Overbuilding the Grid?By Andy Vesey AI data centers may force the grid to overbuild.Not simply because the industry needs more electricity, but because the grid was built around an assumption that is starting to weaken: diversity of demand.Power systems work efficiently
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Breaking the Grid ModelBy Andy Vesey Data center loads don’t fit the grid model anymore.That’s the shift, but not in the way people think.Data centers have never been flat loads. They have always exhibited high peak-to-base ratios, with demand that ramps
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Building Power Behind the FenceBy Andy Vesey Data centers are building power behind the fence. It won’t stay there forever.Large data center facilities are increasingly building their own power. Not because they want to run power plants, but because in many
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The Structural Mismatch Driving the AI Power ChallengeBy Andy Vesey The U.S. doesn’t have a power shortage. It has a system mismatch.The current conversation suggests we simply need more generation to support AI-driven growth. That framing is incomplete. The U.S. has
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