Inside the AI power wars
For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium, and Nvidia’s market...
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Found in AI: AI Search Visibility, SEO, & GEO
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Inside the most sophisticated plan for solar geoengineering
One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem. By Stardust Solutions’ estimate, dispers...
How data centers are complicating transmission expansion
Electric transmission development is notoriously difficult, and these days, NIMBYism gets the brunt of the blame. But as data center loads surge and electricity prices climb, there’s a new roadblock – the messy world of...
Enter the electric supercycle
While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening. We are entering what Energy Impact Partners’ head of research Andy Lu...
How China is reshaping the global auto market
In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany. Yet this massive global shift feels nearly invisi...
Surprising trends in global electricity generation
While global electricity demand is unquestionably rising, we may nonetheless be underestimating the scale of necessary future generation. In this episode, Shayle speaks to Nic Fulghum, senior energy and climate data anal...
Building inference data centers on the high seas
Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea. In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Panthalassa. The company is...
A blueprint for scalable fusion power
For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter in the quest for fu...
Inside the global fertilizer crunch
While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market is in a precarious s...
Cracking the code on autonomous trucking
Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new design that completely...
How AI is modernizing EPCs
As the utility-scale solar market collides with an era defined by massive load growth, EPC (engineering, procurement, and construction) firms are rethinking their strategy to meet the moment. In this episode, Shayle spea...
Inside Google’s massive AI capex (live)
As the race to build out artificial intelligence accelerates, the infrastructure required to support it is undergoing a remarkable transformation. In February, Google announced a plan to spend $175 billion to $185 billio...
How Base Power plans to use its fresh $1B [re-published]
[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping ...
The rise of flexible data centers
As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they could consume up to 17% of all US power by 2030. To avoid higher rates an...
Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
In 2025, the clean energy market navigated a mix of shifting tariffs, evolving FEOC compliance rules, and uncertainty around tax policy. On the surface, it looked like a year defined by instability. And yet, capital cont...
Building a domestic nuclear fuel supply chain
Even as momentum grows for U.S. nuclear, the fuel supply chain is often overlooked. This dynamic is shifting as the industry wakes up to critical choke points and a heavy reliance on countries like Russia for enrichment....
Battery booms and the rise of flexibility [partner content]
Battery markets have a pattern: They boom, capital floods in, prices collapse, and then the cycle starts again. So as storage becomes more important than ever, how do we maximize revenue and deliver needed flexibility? I...
The state and future of nuclear waste
The nuclear power sector is gaining a lot of momentum. But even as SMRs continue to flourish, the Department of Energy’s reactor pilot program moves forward, and decommissioned plants come back online, the question of wh...
Scaling America's domestic solar supply chain
Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up. In this episode, Shayle talks to Scott Moskowitz — VP of m...
AI scaling pathways: on grid, on edge, off grid, off planet
As demand for data center power skyrockets, available options to provide that power have dwindled. And cohesive frameworks for finding sustainable generation remain few and far between. In this episode, Shayle speaks wit...