Open Circuit

Jul 10, 2026 — America turned 250 years old last week. While local leaders were busy organizing parades, re-enactments, and flyovers, grid operators and emergency officials were dealing with something else entirely: a heat dome settled over the eastern U.S. Nearly...

Jul 02, 2026 — For 20 years, the blueprint for data centers was simple: find some land, get in line for power, and trust that the utility could deliver. Data centers and power infrastructure got built on separate tracks because the grid had room to spare. That model...

Jun 30, 2026 — AI is about far more than chatbots and copilots. For utilities, the bigger opportunity may be in applying purpose-built models to the operational data from smart meters, customer systems, weather, outages, and grid equipment. In this first episode of a...

Jun 26, 2026 — For a half century, fusion has been a scientific story playing out in national labs, government research budgets, and peer-reviewed journals. Every so often, a bold claim captures the public's attention, and then leads to disappointment when people...

Jun 18, 2026 — Depending on where you sit, SpaceX is either the greatest industrial company of our time, or a CapEx bonfire that requires a lot of imagination to justify. But either way, the company’s public debut tells us something important about this investment...