Energy Stability as a National Security Concern
dual-use, grid volatility, national security, electricity pricing, distributed energy resources, FERC-2222 Frederic de Sibert dual-use, grid volatility, national security, electricity pricing, distributed energy resources, FERC-2222 Frederic de Sibert

Energy Stability as a National Security Concern

Energy Stability (both wholesale price and availability to end-users) is top of mind for national security policy makers, investors, officials and operators. Increased energy pricing is inflationary to core sectors of the US economy, threatens defense development and affects civilian economic and social activity…

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The Impact of U.S. Electrical Grid Instability on AI Advancement
energy, AI, grid, volatility, compute, data centers Frederic de Sibert energy, AI, grid, volatility, compute, data centers Frederic de Sibert

The Impact of U.S. Electrical Grid Instability on AI Advancement

The rapid growth of artificial intelligence (AI) in the United States is heavily reliant on a robust and stable energy infrastructure. With a recent Goldman Sachs research report citing a 15% CAGR in Energy Demand Growth by AI through 2030 [1] - the need for a stable, and predictably priced, electricity supply, has never been clearer.

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