Terawatt Times INSIGHTS
Public Access (Free Member) | Series: THE ROBOT COVENANT (Part 1 of 8) Executive Summary America’s 2010s reshoring push failed not for lack of money or machinery, but because specialization trapped labor, parts, and knowledge in place. Apple’s Austin factory exposed the collapse of that ecosystem—machines ready, supply
Terawatt Times INSIGHTS
Executive Tier | Series: THE GREAT OVERLOAD (Part 8 of 8) Disclaimer: This article provides methodological frameworks and decision-making tools for energy infrastructure evaluation and project execution. Example calculations are based on reasonable assumptions and industry-typical parameters, designed to illustrate framework logic rather than serve as investment advice for specific projects.
Terawatt Times INSIGHTS
Professional Tier | Series: THE GREAT OVERLOAD (Part 7 of 8) Executive Summary Across six nations, the AI race collides with a deeper constraint: chips scale ideas, but grids scale reality. The United States holds unmatched semiconductor power yet faces a paralyzed transmission network. China, under embargo, surges ahead through ultra-high-voltage
Terawatt Times INSIGHTS
Professional Tier | Series: THE GREAT OVERLOAD (Part 6 of 8) Executive Summary The next two years mark a fleeting window in which commercial batteries shift from idle backup assets to active grid participants. Falling hardware costs, evolving regulations, and high volatility in select markets—California, Texas, and the Northeast—enable
Terawatt Times INSIGHTS
Professional Tier | Series: THE GREAT OVERLOAD (Part 5 of 8) Executive Summary As AI's immense energy demand collides with the aging public grid, tech giants like Amazon and Google are becoming the "New Edisons" of our time by constructing their own parallel, privately-controlled power systems. No
Terawatt Times INSIGHTS
Professional Tier | Series: THE GREAT OVERLOAD (Part 4 of 8) Executive Summary The global power system is undergoing a structural repricing—not a marginal shift in electricity rates but a redefinition of value, scarcity, and access itself. Four forces drive this transformation: chaos, as grid-connection queues collapse into a shadow
Terawatt Times INSIGHTS
Professional Tier | Series: THE GREAT OVERLOAD (Part 3 of 8) Executive Summary The collision between AI's six-month doubling and the grid's decade-long timelines creates an impossible trinity: Scale, Speed, and Sustainability—choose two. By 2027, computational capacity will determine economic sovereignty as decisively as nuclear weapons
Terawatt Times INSIGHTS
Public Access (Free Member) | Series: THE GREAT OVERLOAD (Part 2 of 8) Executive Summary Analysis of AI energy consumption patterns reveals that inefficient usage creates significant but unequally distributed waste. While studies suggest 70-90% of emissions stem from correctable inefficiencies in specific use cases, the practical reduction potential varies dramatically
Terawatt Times INSIGHTS
Public Access (Free Member) | Series: THE GREAT OVERLOAD (Part 1 of 8) Executive Summary A hidden "compute tax" is emerging on household utility bills, as the public subsidizes the immense infrastructure costs of the AI revolution. While tech companies pay for the electricity they consume, the public bears
Terawatt Times INSIGHTS
Executive Tier | Series: THE DESERT DIVIDEND (Part 6 of 6) Executive Summary Between 2019 and 2024, the U.S. utility-scale solar industry experienced both unprecedented growth and massive project failures. Of 212 tracked projects exceeding 50MW in the Southwest desert regions, only 31 achieved commercial operation—a 14.6% success
Terawatt Times INSIGHTS
Professional Tier | Series: THE DESERT DIVIDEND (Part 5 of 6) Executive Summary Cheap LCOE no longer guarantees survival in desert solar. The real test is endurance—through policy swings, grid bottlenecks, water scarcity, and the final sale. From two hundred project post-mortems, a pattern emerges: winners nail five factors, losers
Terawatt Times INSIGHTS
Professional Tier | Series: THE DESERT DIVIDEND (Part 4 of 6) Executive Summary Water is not just an O&M line item—it is a covenant with the basin and its people. When developers model it appropriately, water can swing project IRRs by several hundred basis points. This analysis outlines