Energy Policy - Janmuse

The Silicon Ceiling: Why AI Scaling Just Hit a Wall

October 24, 202616 min read

AI is hitting a hard reality check. As foundational model labs face softening revenue projections, a new wave of state-level legislative crackdowns is stalling the physical infrastructure needed for expansion. From Texas to Michigan, we investigate the dual bottleneck of power grid constraints and m

Special Press

The Invisible Frontier: How Big Tech is Rewriting the Geography of AI

September 13, 202617 min read

We are told AI lives in the cloud, but the reality is much heavier. To feed the voracious appetite of Large Language Models, Big Tech is engaged in an unprecedented infrastructure arms race. From re-powering dormant nuclear plants to navigating the intense local pushback against data center sprawl,