Macro foresight at the AI & energy collision. By an emerging tech & global risk strategist.
Jul 8, 2026
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12 min read
How sovereign states, not markets, are coming to set the price and terms of intelligence, and reshaping who controls the AI buildout
Jun 24, 2026
The fight over where AI gets built has moved from securing power to paying for the grid that delivers it, and Washington just passed up its chance to decide who pays.
Jun 9, 2026
16 min read
While hyperscalers race to lock up generation, the equipment that energizes it remains on backlog for the next four years
May 26, 2026
14 min read
While hyperscalers flee the rate base, NextEra's $66.8B Dominion deal drags the regulated utility back into the AI buildout
May 14, 2026
Hyperscalers are creating a new corporate form, assuming generation ownership without operational responsibility
Apr 29, 2026
11 min read
The U.S. AI buildout is fracturing along state lines, reshaping capital allocation for compute, power, and natural gas
Apr 14, 2026
13 min read
How the collapse of global trade is rewriting the AI infrastructure map
Mar 31, 2026
20 min read
How intelligence and flexible power will stretch a constrained grid into the agentic era
Mar 17, 2026
While hyperscalers abandon the public grid for captive gas, Hormuz puts climate tech back in the spotlight in the U.S.
Mar 4, 2026
15 min read
Pricing the Collision of Qatari LNG, Taiwan's Grid, and the U.S. AI Buildout
