Policy Fellow
Conducts techno-economic and policy research on AI infrastructure expansion, evaluating electricity constraints, emerging energy technologies, and the implications for AI compute deployment, scalability, and investment. Builds quantitative models for power delivery timelines, infrastructure costs, reliability, financing risks, and deployment strategies for 50 to 500 MW AI data center opportunities.
Analyzes 200+ companies across the AI infrastructure ecosystem including energy startups, hyperscalers, neocloud providers, utilities, and technology developers, to identify emerging innovations and market opportunities. Investigates how grid constraints, capital allocation, regulatory frameworks, and environmental impacts shape operational resilience and long-term growth.