Texas Turned Public Opposition Into Procedure
Texas moved data center opposition from public sentiment to regulatory procedure. What the August 2026 audit changes about how projects are underwritten.
Why Is The Structured Transition Model New?
The most common challenge to the Structured Transition Model is a fair one: if the technologies are established, what is new? The answer is the order, and the buyer who has not yet been given it
Resilience Beyond the Grid: Lessons from Remote Infrastructure Systems
Long before AI infrastructure accelerated the conversation around onsite generation and speed-to-power, remote industrial and distributed energy systems were already solving for resilience. Thoughts on what infrastructure markets in Australia, Africa, and other developing regions can teach about the future of energy resilience.
The Quiet Number That Moves the Money.
Earlier this year trade publication ran a piece built around a note I had written on LinkedIn. The subject was not a new turbine or a gigawatt announcement. It was the difference between two ways of measuring the energy in natural gas, the kind of distinction that usually lives three layers below anything anyone calls a story. I have been thinking about why it got picked up at all.
Efficiency Is Speed to Power
AI infrastructure growth is exposing a new reality: efficiency is no longer simply about reducing fuel consumption or improving ESG metrics. Increasingly, efficient infrastructure enables faster deployment, lower grid dependency, reduced cooling demand, and improved long-term resilience.
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.
The AI Bubble May Burst. The Power Deficit Remains.
The debate over AI is whether the spending is justified. The more useful question for anyone who builds or finances power generation is what happens to electricity demand if it corrects. The answer is that demand holds, because most of it was never AI.
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, the structured transition model was launched highlighting credible pathways for infrastructure deployed for speed to power.
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.
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.
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.
Why Data Centers Need Resilience, Not Just Megawatts
Why resilience is becoming as important as power capacity in AI data centers. Analysis of speed-to-power, distributed energy, grid constraints, hybrid systems and long-term infrastructure strategy.
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.
Industrial Heat Pumps: The Next Frontier in Low-Carbon Heat
Industrial heat is about a quarter of global final energy demand and still mostly fossil-fueled. Heat pumps, paired with combined heat and power and storage, can change that, if incentives start rewarding system performance instead of single technologies.
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.
Power, Not Compute in 2016
The debate in 2016 was about cooling efficiency. I argued the real limit was power supply, and in 2017 that power would constrain data center development rather than the other way around. Both held. The next phase of the argument is about time.
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.
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.
Five Nines and Fast Power
Making better power infrastructure decisions in the age of AI.