A Book by Christopher Filly
The AI Energy Crisis Has Arrived
The energy crisis that will define the decade — and a blueprint for how America can still build its way out.
The energy crisis that will define the decade — and a blueprint for how America can still build its way out.
America is building the most energy-intensive technology in human history on top of the most constrained grid in a generation. The AI Energy Crisis examines the structural collision between exponential AI-driven electricity demand and the declining capacity of America's transmission and generation infrastructure.
The book traces the origins of the current crisis — decades of underinvestment in transmission, the retirement of thermal baseload without adequate replacement, and the sudden arrival of hyperscale data center demand that dwarfs anything grid planners anticipated. It then explores the commercial and regulatory architectures needed to close the gap before it becomes permanent.
This isn't a book about whether AI needs energy. That question is settled. This is a book about who builds the infrastructure to deliver it, how fast they can move, and what happens to everyone else if they're too slow.
The podcast exploring the collision between artificial intelligence and America's energy infrastructure.
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