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.

Most commentary today focuses on grid stress, interconnection delays, or AI-driven load growth.  Very few discussions address the commercial, settlement and digital backbone required to support behind-the-meter and hybrid generation models at scale.  This is the gap that this series is designed to fill.

Each article builds on the last to create a structured, end-to-end narrative, offering a structured 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 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

Why Capco and Hartigen are leading this conversation

Capco and Hartigen bring together the strategic, commercial, regulatory, and digital capabilities needed to help organizations build the next generation of energy solutions.

• Capco provides deep expertise in market design, commercial structuring, regulatory alignment, integration architecture, and program execution
• Hartigen PowerOptix delivers the meter-to-cash platform that unifies operational data with commercial, financial, and ESG outcomes.

Together, we help clients design and operate energy systems that support the scale, reliability, and commercial transparency required for AI-era data centers.

We are confident that this series provides industry leaders with a practical framework for understanding behind-the-meter generation, emerging ownership models, market readiness, and the role of digital platforms in enabling reliable, transparent, and scalable power solutions for the AI economy.