Elon's Stack Has a Power Problem the Grid Can't Ignore

SpaceX's orbital data center and the power challenges driving AI infrastructure to space

Melius Research Managing Director James West discusses the potential for data centers in space, following SpaceX's IPO and orbital data cent

Tesla and others propose using home solar and batteries to meet AI data center power demands

The article reports that three companies — Tesla, and two others involved in rooftop solar, home batteries, and smart thermostats — propose

Computer scientists are rushing to tame AI's voracious appetite for energy

The AI Boom's Real Bottleneck: Energy Supply, Not Computing Power

The article argues that the real bottleneck in the AI boom is no longer computing power (chips/silicon) but the availability of electrical p

The AI Revolution's Hidden Bottleneck: A Global Power Shortage Threatens Growth

The AI boom is facing a critical power shortage. While much attention is on chips and algorithms, the most scarce and expensive resource in

The AI Race's New Bottleneck: Electricity Over Algorithms

The article argues that the primary competitive advantage in the AI race has shifted from algorithms, data, and talent to access to electric