Power generation, nuclear, grid constraints and the energy cost of intelligence.
8 articles
The Watt-Bit Swap is a cross-commodity derivative designed to capture the "Watt-Bit Spread," which is the significant margin between the cost of electricity (Watts) and the market value of the AI compute (Bits) it produces. Much like the "spark spread" allows power plants to hedge the difference bet
Power infrastructure financing has shifted from slow, utility-led projects to a startup-like model, where developers, private capital, banks, and even corporate offtakers co-finance projects using stacked capital structures such as developer equity, tax equity, project debt, and prepaid energy contr
The Bridge is a one-of-a-kind summit that brings together energy industry leaders, AI entrepreneurs, infrastructure experts and investors for an intensive week of facility tours and dealmaking. Hosted September 17-21 in Calgary and Banff, The Bridge 2025 was a handpicked conference that connects the
The "Watt-Bit Spread," coined by ex-Microsoft energy chief Brian Janous, highlights the widening gap between the cost of electricity and the high value of AI computation. As AI data centers rapidly scale, demand for power is overwhelming utilities, exposing grid bottlenecks and delays. To bridge thi
As AI data centres drive massive new power demands, Small Modular Reactors (SMRs) are emerging as a promising, scalable solution for delivering reliable, carbon-free energy. With growing investment from tech giants and venture capital, SMRs could play a key role in easing grid strain and supporting
AI’s explosive growth is driving a massive surge in electricity demand, especially from data centers running large language models like ChatGPT. These workloads consume far more power than traditional computing, putting serious strain on North America’s already stretched power grids. Utilities and t
Despite Trump’s vow to repeal the IRA, a full rollback is unlikely due to economic gains in red states and internal GOP resistance; a partial repeal is more realistic. Even if scaled back, core clean energy incentives are expected to survive, keeping climate tech investment cautiously optimistic.
The Inflation Reduction Act (IRA) is a $500 billion federal initiative focused on cutting emissions, lowering healthcare costs, and increasing revenue through tax reform. Over $369 billion is dedicated to clean energy through tax credits, loans, and R&D, aiming to reduce U.S. emissions by 40% by 203
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