https://www.forbes.com/sites/kensilverstein/2026/03/01/the-ai-energy-tax-data-centers-are-driving-up-your-electric-bills/. Artificial intelligence, electrification trends, and industrial expansion are reshaping electricity demand curves. Capital will flow toward the technologies that can scale under those conditions. The unresolved question is whether policy will facilitate that scaling—or constrain it at precisely the time flexibility matters most.