AI Compute Is a DER, Not a Crisis
The dominant framing of AI's collision with the grid goes something like this: AI compute is exploding, hyperscaler load curves are climbing into territory utility planners didn't sketch a decade ago, and the response is supply-side. Build more generation. Expedite interconnections. Hope the grid catches up. Almost every recent industry headline reads from this script. It's not wrong. It's just incomplete. The framing treats AI compute as fixed demand. The premise is that whatever energy the GPUs need to keep doing their space heater trick, the grid has to deliver. From there, every conversation is about supply: how to bring more on, how fast, with what generation mix, at what cost. The grid is the variable; the load is the constant. ...