THOUGHTWARE
Hartigen + Capco
Commercializing power for the AI economy
AI is now the fastest growing driver of electricity demand worldwide. New high-performance data centers built for AI training and inference require long-term, continuous, predictable, and scalable power, which traditional grid planning and power infrastructure were never designed to support.
Interconnection delays, transmission constraints, and volatile market conditions are compelling AI providers to reconsider their approach to sourcing and managing energy. In this new environment, power is no longer just an operating cost. It is a strategic asset that must be planned, optimized, and commercialized with the same rigor as the data centers it supports.
To help the market understand this shift, Capco and Hartigen have partnered to develop a six-part series on commercializing power for the AI economy. The series explains how the energy landscape is evolving, what new models are emerging, and what digital foundation is required to make them commercially and operationally viable.
Each article builds on the last to create a structured, end-to-end narrative, offering a practical perspective on how AI-driven power systems are being designed, commercialized and operated.
Commercializing power for the AI economy: Behind-the-meter and beyond
Why behind-the-meter and beyond is the new power frontier
The rise of hybrid and SMR generation for AI data centers
From consumer to generator: How AI is rewriting the power business model
Building the market-ready data center: From meters to settlement and ESG
The future of power commercialization: AI agents, market flexibility and autonomous optimization
Contact
To learn how Capco and Hartigen can help modernize your power commercialization strategy, contact:
Matt Lehto
Vice President, Growth
Matthew@Hartigen.com
Glen Ragland
Partner, North America Energy
Glen.Ragland@Capco.com