Andrew Webber, Chairman

December, 2025

Beyond Energy and AI: Signals Shaping the Next Decade

Another wild year is behind us, and we expect plenty more ahead…

November, 2025

The AI Bubble Question: Why Physical Infrastructure Matters More Than Hype

It has been difficult to miss over the past several weeks the growing concern of…

October, 2025

Greenlight Launches: A Power-First Approach to AI Data Centers

We’re particularly excited about this month’s update and have been looking…

September, 2025

Greenlight Launches: A Power-First Approach to AI Data Centers

The Growing Problem of Stranded Power in the Age of AI…

August, 2025

Beyond the Headlines - Why AI Infrastructure Is Built for the Long Game

We've written previously about institutional momentum and resistance…

July, 2025

Power Optimization Across Computing Workloads

We're particularly excited about this month's update and have been looking…