What It Is
Power 2026 is Neel Somani's primer on electricity pricing, power generation, and the market mechanics underneath the AI buildout. It connects data-center demand, plant economics, and grid structure into one operator-useful frame for understanding why energy is becoming a core input to AI capacity.
When To Use It
Use it when thinking about AI power demand, electricity-market structure, data-center siting, commodity exposure, or how energy constraints shape the next phase of compute expansion.