As the energy sector races to meet soaring demand from AI, data centers, and electrification, utilities are confronting a once-in-a-generation inflection point. That urgency, along with a spirited sense of optimism that weâre ready to face these challenges, was palpable at this yearâs Itron Inspire conference, where industry leaders gathered to discuss how digitalization, distributed intelligence, and innovation will define the next chapter of the grid.
During my time at the conference, I was fortunate enough to sit for interviews with two key experts guiding the conversation. First, I chatted with Dr. Michael E. Webber, the Sid Richardson Chair in Public Affairs and Cockrell Family Chair in Engineering at the University of Texas at Austin, who moderated an exclusive Utility Executive Roundtable right before we chatted. His conversation underscored a clear theme: data, AI, and distributed technology are converging faster than the systems and policies designed to manage them.
âExecutives now have more dashboards but fewer insights,â Dr. Webber said. âWe need to turn data into actionâinto improved reliability, scalability, security, better operations, and more resilient service for customers.â
Later, I was able to connect with Ty Roberts, Vice President of Networked Solutions at Itron, who had served as a panelist and noted thought leader throughout the event. Roberts shared with Dr. Webber the focus on doing more with data.
âUtilities move slowly by design, but this data gives them insights they can operationalize today and grow into tomorrow.â
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From Buzzwords to Blueprint: AI Meets Grid Reality
According to Dr. Webber, the rise of AI and data centers dominated the conversation at the executive roundtable, but that discussion quickly moved beyond buzzwords and platitudes. He and the utility executives present agreed that AI represents both an operational challenge and a long-term solution.
âRight now, AI is an exacerbant on the problems of the grid,â Dr. Webber noted. âBut in the long run, it should offer a lot of solutions and benefitsâoptimizing operations, extending asset life, and improving forecasting.â
He emphasized that while the hype around data centers is real, the true revolution lies in how AI will help utilities handle rising demand without sacrificing reliability or affordability. âCompared to other innovation waves,â he said, âwe donât have 20 years to figure it out this time.â
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Bridging the Workforce and Data Gaps
Both Webber and Roberts also saw the conversation about the human side of this transformation as just as critical as the technological side.
âExecutives arenât thinking, âI have AI so I can get rid of people.â Theyâre thinking, âI canât get peopleâAI can help me do more with the team I already have,ââ Dr. Webber explained. Roberts shared that sentiment, noting âWeâre trying to provide more and better information to the existing workforce.â
Workforce shortages, retirements, and competition from tech firms are reshaping how utilities think about digital tools.
That alignment between workforce and technology was a major theme of Itron Inspire: as utilities deploy more intelligent devices at the grid edge, theyâre not just modernizing critical infrastructureâtheyâre modernizing how people work with it.
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The Rise of Distributed Intelligence
A key announcement during the event was the launch of Itronâs Gen6 Network Platform, which Roberts described as âthe next evolution of grid connectivity.â It combines end-to-end cellular communications with distributed intelligence that allows devices to make localized decisionsâessentially, bringing computing power to the grid edge.
âTraditionally, utilities have worked in a centralized command-and-control model,â Roberts said. âNow, weâre letting devices make small, local decisionsâwhile still reporting back. Itâs a shift in mindset, but it unlocks enormous value.â
This distributed processing allows utilities to balance loads dynamically and defer costly infrastructure upgrades. According to Roberts, utilities can squeeze up to 20% more capacity out of existing distribution systems before needing to invest in new poles and wires
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AIâs Missing Ingredient: Data
Webber reinforced the connection between platforms like Itronâs and AIâs potential. âArtificial intelligence needs well-curated data to trainâand that data doesnât exist unless you have sensors and meters to collect it,â he said. âThis is the foundation upon which AI in utilities will stand.â
Roberts agreed, adding that Itronâs distributed applications are âdata generators extraordinaire.â These edge devices collect and process millions of signals per second, identifying patterns that predict outages, faults, or inefficiencies before they occur. Itâs the raw intelligence AI will need to evolve from reactive analytics to predictive operations.
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Economic Pressure and Regulatory Lag
But innovation doesnât happen in a vacuum. Rising electricity ratesâand the political tension they createâremain front of mind.
âEven without AI, electricity rates are going up,â Dr. Webber said. âWeâve underinvested for decades, and now weâre paying to harden systems, adapt to extreme weather, and meet new loads from EVs and heat pumps. Itâs not easy to explain to customers why costs are rising, but thatâs the reality.â
Regulatory timelines are also struggling to keep up. âThereâs a mismatch in time,â Dr. Webber added. âInnovation is moving faster than policy, and regulators are understandably cautiousâthey donât want to make a mistake that raises rates.â
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Looking Ahead: Collaboration and Confidence
For all the challenges, both Webber and Roberts struck an optimistic tone about the sectorâs trajectory.
âExecutives feel the urgency,â Dr. Webber said, âbut engineers are by nature optimists. Thereâs a problem to solve, and we will solve it.â
Roberts offered a similar call to action: âChallenge Itron,â he urged utilities. âPilot the technology. Talk to peers who are doing it. The biggest breakthroughs are happening where customer, distribution, and data teams work together across silos.â
These notes of optimism underscored the dominant conversations across Itron Inspire 2025: an industry no longer wondering if transformation is coming, but working out how fast it can get there.
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