The Energy Trilemma Is Missing a Dimension. I Call It the Temporal Trilemma

The Energy Trilemma Is Missing a Dimension. I Call It the Temporal Trilemma

The energy trilemma balances security, affordability, and sustainability, and it is usually drawn as a fixed triangle. The temporal trilemma adds the dimension that triangle leaves out: time. The balance point does not sit still. It moves, it can move quickly, and it can move backward. On an AI timescale, that movement is the part that now matters most.

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Cannes, Two Sessions, One Direction.

Cannes, Two Sessions, One Direction.

The energy transition for AI data centers is not a binary choice between power now and power clean. At Datacloud Cannes 2026, I launched a structured transition model for Rehlko and made the case for RNG as a fuel, not a carbon credit, and as a critical component of credible, near-term decarbonization for digital infrastructure.

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Why Speed-to-Power Is Reshaping Data Center Infrastructure

Why Speed-to-Power Is Reshaping Data Center Infrastructure

As AI infrastructure accelerates globally, power availability is becoming the defining constraint for data center deployment. This article explores why “speed-to-power” is reshaping infrastructure strategy, driving renewed interest in on-site generation, hybrid microgrids, CHP, and staged approaches to lifecycle decarbonization.

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AI Infrastructure Is Entering Its Reality Phase. Power Will Decide the Winners.

AI Infrastructure Is Entering Its Reality Phase. Power Will Decide the Winners.

AI infrastructure is colliding with physical reality. As grid constraints tighten and power demand accelerates, the next competitive advantage in AI may not come from algorithms alone, but from the ability to secure resilient, scalable, and intelligently integrated energy systems.

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Bridging Speed-to-Power and Sustainability in the US Data Center Market

Bridging Speed-to-Power and Sustainability in the US Data Center Market

Two industry events in Washington DC and Philadelphia highlighted a growing reality within the US data center sector: speed-to-power is now driving infrastructure decisions, but long-term efficiency and decarbonisation cannot be left behind. Reflections on the role of structured transition thinking, CHP and integrated energy system design in supporting AI-driven infrastructure growth.

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Europe’s Flexibility Transition Is Accelerating
Alex Marshall Alex Marshall

Europe’s Flexibility Transition Is Accelerating

Europe’s accelerating investment into energy storage reflects a much broader transformation underway across modern power systems. As renewable penetration, AI-driven electricity demand, and grid constraints increase, the conversation is shifting from generation alone toward flexibility, resilience, hybrid infrastructure, and long-term operational adaptability.

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Engineering for Up-time. Now Engineering for Trajectory.

Engineering for Up-time. Now Engineering for Trajectory.

AI is driving electricity demand past what grids can reinforce in time, and on-site dispatchable generation has become the primary enabler of development. But the debate is stuck at fuel choice. Prime power assets run for 20 to 30 years, yet they are being deployed ahead of any clear lifecycle decarbonization strategy. We are engineering for uptime. We now need to engineer for trajectory. The Structured Transition Model sets out how.

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The Battery Stops Being a Backup
Alex Marshall Alex Marshall

The Battery Stops Being a Backup

I was quoted last week in a piece on immersion-cooled battery storage, and the conversation it came from has stayed with me. The headline question was whether a particular cooling approach is a breakthrough. The more interesting question sits underneath it. What is the battery actually for, now that data centers are building their own power?

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Data Centers, Resilience and Distributed Energy: Reflections Following the CHP Alliance Webinar

Data Centers, Resilience and Distributed Energy: Reflections Following the CHP Alliance Webinar

As AI workloads accelerate and utility constraints intensify, resilience is becoming a defining issue for modern data center infrastructure. Commentary following the CHP Alliance webinar on why distributed energy, CHP, microgrids, and onsite generation are increasingly moving from backup systems to strategic infrastructure.

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From Gas Engines to Data Centers: How Distributed Energy Found Its Moment
Alex Marshall Alex Marshall

From Gas Engines to Data Centers: How Distributed Energy Found Its Moment

The asset does not change. The fuel pathway does. Once understood, that insight reframes what distributed energy is actually about — not any single fuel or technology, but reliable, controllable generation placed at the point of need, designed to evolve as the energy landscape changes around it.

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Why Data Centre Power Is Entering a New Phase - Reflections from DataCentres North 2018

Why Data Centre Power Is Entering a New Phase - Reflections from DataCentres North 2018

Returning from DataCentres North 2018 in Manchester, it was becoming clear that the conversation around data centre energy infrastructure was beginning to shift. While much of the industry remained focused on standby diesel resilience, discussions were emerging around onsite gas-fired generation, CHP efficiency, and the growing pressure larger digital infrastructure developments would place on electricity networks in the years ahead.

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The Emerging Role of Onsite Generation in Data Centres - Reflections from DataCentres North 2017

The Emerging Role of Onsite Generation in Data Centres - Reflections from DataCentres North 2017

Technical discussions at DataCentres North 2017 highlighted the growing role onsite gas-fired generation and CHP could play in future enterprise data centres. As facilities increased in scale, questions are emerging around long-term grid capacity, resilience, and energy efficiency.

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Cover of a book titled 'Five Nines and Fast Power' by Alex Marshall, with a subtitle about power strategies for data centers, AI infrastructure, and digital investment, featuring power symbol icons.

Five Nines and Fast Power

Making better power infrastructure decisions in the age of AI.