Cargo Theft Comes for AI Hardware: Who Owns the Risk Between the Factory and the Rack?
The supply chain risk company Overhaul published a press release on October 21 claiming more than $150 million stolen in 2026.
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Independent energy analysis
Power decisions you can make with confidence.
Independent, sourced analysis of the power, grid and policy forces shaping AI data centers, written for energy professionals and investors.
Read the latest insightsAbout EnergyInnoCoreLatest insights
New analysis on data center power, grid constraints, on-site generation and energy policy.
The Geography of AI: Why Virginia and Texas Keep Winning Data Center Projects
Why Northern Virginia and Texas attract so many data centers: fiber density, power, land, energy know-how and incentives, and the grid limits now testing both.
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We Can Serve You, But Not Yet: The Grid Queue Holding Back AI
Why AI data centers wait years for a grid connection: how large-load interconnection works, the scale of ERCOT and PJM queues, and the reforms under way.
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Three fast-moving areas where electricity has become the constraint on growth.
AI data center power
How much power AI campuses need, how fast it swings, and where it can realistically come from.
Grid & interconnection
Utility capacity, queue timelines, transmission constraints and the rules that decide who pays.
On-site & behind-the-meter power
Fuel cells, gas generation, batteries and nuclear options, and the permitting that comes with them.
Why independence matters
EnergyInnoCore has no stake in any single technology, vendor or fuel. Analysis is built on cited sources and stated assumptions, so you can test every conclusion.
Unbiased
Technology-neutral analysis that compares grid, on-site and hybrid options on equal terms.
Technical
Practical insight on interconnection, transmission, storage, generation and controls.
Sourced
Every article lists the reports, filings and coverage it relies on, so readers can check the numbers.
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