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Speed-to-Power as Competitive Advantage: What Emergency Energy Deployments Reveal About the Future of AI Infrastructure
When a power system fails during a natural disaster, there is no luxury of long planning cycles, regulatory indecision, or theoretical optimization. Hospitals need electricity. Communications must come back online. Water systems, logistics hubs, and emergency command centers cannot wait for utility upgrades or multiyear grid studies. In those moments, power is deployed the only way that matters: fast, reliable, and sufficient to meet real demand. What is becoming increasingly

Todd Colpron
4 days ago4 min read


AI’s Real Constraint . . . it is not what your think.
There is a habit, common in fast-moving industries, of mistaking the most visible problem for the most important one. In artificial intelligence, that habit has taken the form of an obsession with chips. We speak of shortages, races, allocations, and breakthroughs, as if the future of AI were decided solely by silicon. It is not. Artificial intelligence does not ultimately run on chips. It runs on power, land, and permission. And those are in far shorter supply. A recent anal

Todd Colpron
5 days ago3 min read


The Infrastructure Behind Intelligence: Why AI's Next Bottleneck Isn't Talent—It's Power
In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and...

Rich Washburn
Aug 22 min read
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