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The quantum computing power debate is about 2035. The power constraint is about 2027.
Everyone is asking whether quantum computing will raise or lower data center power demand. It is the wrong question for this decade.
Sep 11
•
Alex Marshall Energy
August 2026
Texas did not need a protest
The compliance table that paused 200 gigawatts What actually stopped the Texas queue
Aug 20
•
Alex Marshall Energy
Nine Hours, or Eighty-Five?
The substation headroom argument is stronger than its critics allow. The number everyone is quoting from it is the wrong one.
Aug 17
•
Alex Marshall Energy
July 2026
The "nothing new" question about the Structured Transition Model answered
A fair challenge keeps coming back to me about the Structured Transition Model (STM): the individual pieces, onsite gas generation, combined heat and…
Jul 30
•
Alex Marshall Energy
Advanced Grids Are Starting to Behave Like Weak Ones
AI data centers are rediscovering engineering assumptions that mining sites and emerging industrial markets have used for decades.
Jul 23
•
Alex Marshall Energy
The Quiet Number That Moves the Money.
The number nobody argues about until someone realizes the relevance
Jul 16
•
Alex Marshall Energy
1
The Most Expensive Mistake in AI Infrastructure Is a Framing Error
Cheap power on paper can be the costliest decision on the balance sheet. Here is why.
Jul 10
•
Alex Marshall Energy
2
Why efficiency is now a deployment decision
For a decade the industry argued efficiency as cost and emissions. In a constrained grid, that framing undersells it.
Jul 4
•
Alex Marshall Energy
June 2026
The hottest year on record won't speed up the transition
Why a record-hot year pushes grids toward firm power, not clean power.
Jun 26
•
Alex Marshall Energy
Why the Energy Trilemma Now Misleads You
The framework everyone uses to weigh power decisions has no time axis. Time is now the part that matters most.
Jun 19
•
Alex Marshall Energy
The AI Bubble Is the Wrong Thing to Watch
If AI investment corrects, most of the power demand underneath it stays.
Jun 17
•
Alex Marshall Energy
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