Compute & Megawatts
Executive insights on AI infrastructure and energy

Where AI infrastructure meets the power grid

Practical analysis on AI infrastructure, data centers, power demand, solar, battery storage, grid modernization, cybersecurity, and enterprise transformation.

Built for technology leaders, energy executives, investors, and operators navigating the convergence of compute and megawatts.

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Built from operating experience, not hype.

Compute & Megawatts focuses on the practical decisions behind the AI buildout: power availability, data center siting, storage economics, grid constraints, cybersecurity risk, and executive execution.

Coverage

Eight pillars of the AI-energy convergence

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AI Infrastructure & Compute

Chips, cloud, networking, training clusters, inference workloads, and the capital cycles reshaping compute capacity.

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Data Centers

Siting, hyperscale buildouts, cooling, real estate, interconnection, and the physical systems behind AI growth.

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Energy & Power Markets

Power procurement, wholesale markets, capacity constraints, PPAs, and the economics of always-on compute demand.

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Solar & Renewables

Utility-scale solar, renewable pipelines, clean energy procurement, and the generation base supporting AI infrastructure.

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Battery Storage

Grid-scale storage economics, reliability, arbitrage, capacity value, and the role of batteries in firming power supply.

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Grid Modernization

Transmission buildout, interconnection queues, load growth, grid operations, and infrastructure bottlenecks ahead.

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Cybersecurity

Securing critical infrastructure as IT, OT, cloud, identity, data, and AI systems converge across energy and compute.

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Enterprise Transformation

How CIOs, CISOs, CTOs, and business leaders restructure strategy, governance, and execution around the AI-power nexus.

Featured analysis

Starting points for the conversation

Get future insights →
Data Centers

The 2030 Power Wall: Why Grid Capacity Is Becoming the Binding Constraint on AI

How power availability, not just chip supply, may define the next phase of hyperscale AI growth.

Coming soon · 7 min read
Energy Markets

Behind the Meter: How Hyperscalers Are Quietly Becoming Power Companies

Why direct PPAs, co-located generation, and utility-scale deals are redrawing the map of corporate power.

Coming soon · 8 min read
Battery Storage

Storage as Infrastructure: The Battery Economics Behind 24/7 Compute

Why batteries are shifting from renewable add-ons to core reliability assets for AI-scale load.

Coming soon · 6 min read

About

About Andrew Li

Andrew Li is a global technology executive with experience across enterprise IT, cybersecurity, AI transformation, energy, manufacturing, financial services, and large-scale global platforms.

His work spans corporate technology leadership, cybersecurity governance, enterprise applications, cloud, data platforms, AI adoption, and energy-sector technology strategy.

Compute & Megawatts reflects a practical view: the next phase of AI will be shaped not only by models and software, but also by power, infrastructure, security, capital, and execution.

Why this matters

  • AI growth is becoming an infrastructure question.
  • Power and grid access are strategic constraints.
  • Cybersecurity and resilience are board-level issues.
  • Leaders need clear analysis across both digital and physical infrastructure.