AI Grid Insider

AI infrastructure lives or dies on energy. I track the gap between utility narratives and grid reality — through regulatory filings, rate cases, and public markets. From the outside.

By Alex Lanin

· Launched 5 months ago

What Microsoft and Chevron Left Out of the Pecos Headlines

Project Kilby is being sold as an AI-infrastructure milestone and a community-first investment. It is also the largest oil-major / Big-Tech power deal…

Jun 23•Alex Lanin

Dark Megawatts: What the AI Power Story Gets Wrong

The energy era of AI is here — but the scarce thing isn’t the electron, it’s the right to deliver it. On dark megawatts, and the half of the bottleneck…

Jun 16•Alex Lanin

New York Is About to Hand Its Data Center Boom to Texas and Virginia

On June 4, both chambers of the New York legislature passed the Responsible Data Center Development Act — a one-year moratorium on permits for data…

Jun 11•Alex Lanin

Behind-the-Meter Solved the Wrong Risk

By local accounts Crusoe has left Project Jade, the 1.8-gigawatt Wyoming campus it called a flagship, while raising its claimed development pipeline to…

Jun 10•Alex Lanin

Fervo Closed Six Gates in Eight Years. Replication Is the Test.

What the new public benchmark in firm clean power means for data center procurement.

May 13•Alex Lanin

AI Operators Stopped Fighting for Chips

Three contracts, one counterparty, and what they tell us about the next AI buildout cycle.

May 13•Alex Lanin

I Almost Published This a Month Ago. Then Nebius Made It Obsolete.

April 15, 2026 · AI Infrastructure · NBIS

Apr 15•Alex Lanin

The Only Pure-Play Transmission Hardware Stock Nobody Is Talking About

Pre-earnings thesis. Q1 2026 data (April 30) will be added in a follow-up note within one week of the release.

Apr 13•Alex Lanin