Powering AI: From CERA Week Optimism to New York Climate Week Realism

The single biggest concern in New York this week will be power prices, not carbon emissions, workforce capabilities, or even geopolitical uncertainty. The rising price of power and the resulting outcry from customers and regulators are the top-of-mind issues for everyone in attendance. Electricity prices, particularly in high-demand, fast-growing markets like Northern Virginia, Central Texas, and parts of the Pacific Northwest, have soared. The causes are well-known: capacity constraints, transmission bottl ...