Research lab
Nonprofit research institute conducting independent R&D on electricity generation, delivery, and use for utilities worldwide.
The EIA projects US electricity demand will set records in both 2026 and 2027, reaching 4,356 billion kWh. National growth is under 4% over the two years, so the power constraint on AI building shows up locally, in regional prices and in what a connected megawatt sells for.
Reality
A $150M Series A backed by Nvidia, Siemens, RWE and 12 Fortune Global 500 investors bets that curtailable data centres get grid access the rest of the queue has to wait for.
Perspective Coverage
3 publishersReality
A DataCenterDynamics column pitches 800V DC and onsite storage as the route past a five-to-ten-year transmission wait. The figures it quantifies are conversion losses, worth about $120,000 per megawatt a year.
Reality
A $150mn Series A backed by Nvidia, Siemens, RWE and GE Vernova prices workload curtailment as the cheap answer to interconnection queues. The demonstrated evidence is one cluster.
Reality
The Pulsar system's non-lithium pitch for data centres now goes through an independent evaluation whose findings land in front of utility participants rather than in a vendor deck.
Reality