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BRIAN HARRELL: America’s AI revolution can’t charge forward without lots of energy

30 October 2026 at 13:00

The race for artificial intelligence (AI), or superintelligence, will be won not just by technology companies, but by the nation that can deliver reliable, affordable and secure electricity. America is in a high-stakes sprint to lead the world in AI. This technology will reshape our economy, strengthen national defense, transform manufacturing and determine which nations lead the next generation of innovation.

But Washington and Silicon Valley cannot afford to ignore a glaring bottleneck: AI runs on electricity. America must dramatically expand its power generation and delivery infrastructure if it hopes to remain the global technology leader.

Data centers are the backbone of this revolution. They require enormous amounts of electricity, reliable grid connections and specialized infrastructure. Without sufficient power, advanced AI systems are little more than expensive hardware waiting for a connection. This creates an immense opportunity for America’s electric utilities. For too long, utilities have been viewed simply as service providers. Today, they are strategic partners in America’s economic competitiveness and national security.

THE AI REVOLUTION WILL GO WHEREVER THERE'S ELECTRICITY — AND CHINA KNOWS IT

To win the AI race, America must unleash domestic energy production, accelerate infrastructure development, defend against cyber threats and ensure that the private sector — not residential ratepayers — finances this expansion. This is a crucial opportunity for the administration, Congress, state governments and the private sector to coordinate an energy strategy that prioritizes American competitiveness.

Let the private sector finance growth

Electric utilities possess the engineering expertise and operational experience necessary to support data center expansion. They understand regional demand, transmission constraints and the complex mechanics of grid reliability. However, building the necessary infrastructure takes time; new generation facilities, transmission lines and substations often require years of planning, permitting and construction.

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Data center developers, meanwhile, want to move quickly to capitalize on the AI boom. To bridge this gap, utilities and developers must collaborate much earlier in the process, aligning construction schedules, forecasting demand and identifying necessary upfront investments. Washington can support this by streamlining permitting and reducing regulatory delays to provide long-term investment certainty.

Crucially, data center developers must bear their fair share of the infrastructure costs driven by their massive electricity demands. Residential customers and small businesses should not subsidize infrastructure built primarily to serve trillion-dollar technology companies. Long-term power purchase agreements, dedicated infrastructure investments and minimum billing commitments can ensure large customers contribute appropriately. This is an argument for responsible, pro-business growth where financial risks are not shifted onto ordinary Americans.

The White House’s Ratepayer Protection Pledge reinforces the principle that America can accelerate AI innovation without forcing ordinary Americans to subsidize Big Tech’s infrastructure demands. Electric utilities can benefit from increased electricity sales, long-term power contracts and investments in generation and grid infrastructure, provided data center developers pay their fair share of the costs.

DATA CENTERS COULD BE THE SLEEPER ISSUE OF THE 2026 MIDTERM ELECTIONS

To protect consumers, we must require transparent cost allocation, enforceable commitments from large data center customers and safeguards preventing residential ratepayers from being left with stranded infrastructure costs if projects are delayed, scaled back or abandoned.

Energy dominance requires real abundance

America cannot achieve energy dominance if it cannot generate enough electricity to power its expanding economy. Meeting this challenge requires an "all-of-the-above" strategy that evaluates energy resources strictly based on reliability, affordability and availability.

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Natural gas provides essential dispatchable generation, while nuclear energy offers dependable baseline power with low operational emissions. Hydroelectric power, wind, solar and battery storage all contribute where they make economic sense. Existing coal facilities also remain part of the equation where continued operation is economic and legally compliant.

No single technology can solve every regional power challenge. Utilities need the flexibility to select the optimal resource mix for their customers. The objective is straightforward: build enough reliable generation and transmission capacity to meet rising demand without spiking energy prices. This is vital as data centers increasingly compete for power with manufacturers, hospitals, military bases and households. Energy abundance is a national security imperative.

Securing the grid from cyber threats

There is another critical threat that deserves far more attention: cybersecurity. The electric grid and digital infrastructure are deeply interconnected. Power disruptions halt essential computing services, while software incidents at technology providers can ripple back to affect critical infrastructure. Foreign adversaries and sophisticated cybercriminals understand these critical dependencies.

Electric utilities operate vital infrastructure that must withstand attacks against corporate networks, industrial control systems and substations. Concurrently, data centers face distinct risks involving cloud platforms, software supply chains and third-party vendor access. These are interconnected risks that could have significant national security consequences.

AN AI CYBERATTACK COULD TURN OFF AMERICA'S LIGHTS BEFORE WASHINGTON EVEN UNDERSTANDS WHY

Utilities and data center operators must establish joint incident response plans, conduct realistic multisector exercises and develop secure mechanisms for sharing threat intelligence. Organizations should strengthen network segmentation, multifactor authentication and vulnerability management. In particular, utilities must ensure that a compromise of ordinary corporate IT does not provide a path into operational technology controlling the grid. A stolen password should never become a gateway to disabling the power supply.

Supply-chain security deserves equal focus. Hardware, software and remote maintenance arrangements can introduce vulnerabilities into both utility operations and data center environments. Companies must rigorously assess critical vendors and establish clear protocols for addressing compromised components.

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While the federal government has an important role in providing actionable threat intelligence, cybersecurity must not become an excuse for expensive, rigid mandates. Security frameworks should remain risk-based, practical and focused on resilience.

Data centers as grid assets

The relationship between utilities and data centers should not be one-way. With the right investments, large computing facilities can help improve grid flexibility. Some AI training workloads can be shifted to off-peak hours, allowing operators to reduce consumption during periods of high demand.

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Furthermore, battery storage and appropriately designed onsite generation can provide grid stability during emergencies, turning data centers into strategic assets that strengthen, rather than strain, America's energy future.

CHRIS JOHNSON: The data center boom is rescuing forgotten American towns

30 October 2026 at 09:00

With the midterm elections approaching, data centers have become an increasingly popular political target. Politicians are raising alarms about their impact on communities, with some calling for construction moratoriums or outright bans.

There's been plenty of fearmongering. But the more Americans learn about data centers, and the more communities experience their benefits firsthand, the stronger the case for continued development becomes.

Data centers have existed for decades, but the rapid growth of artificial intelligence has dramatically increased the demand for computing power. Americans understandably have questions about what this development means for electricity prices, water supplies, and their quality of life. Newer facilities are increasingly being designed with technologies that can address these concerns, including closed-loop cooling systems and quieter operations.

DATA CENTERS COULD BE THE SLEEPER ISSUE OF THE 2026 MIDTERM ELECTIONS

Yet much of the national debate overlooks what data centers are already delivering to communities across America.

Take Ellendale, North Dakota, a town of 1,100 people. Before Applied Digital's new $11 billion data center development, the town collected roughly $400,000 annually in sales taxes. In the first seven months of 2026 alone, that figure jumped to $3.5 million.

THIS TINY FARMING TOWN YOU’VE NEVER HEARD OF IS HELPING MICROSOFT SELL AMERICA ON DATA CENTERS

That revenue is helping the city repave its roads and renovate its senior center. A historic opera house is being restored. For a small town, this kind of investment can transform the community for generations.

And Ellendale is far from alone.

Schools across America are seeing enormous benefits from the data center boom.

In Richland Parish, Louisiana, Meta's massive investment has helped fund an increase in annual teacher bonuses ranging from $10,000 to $50,000.

Think about what that means for a working family. Teachers who have dedicated their careers to educating children are receiving a life-changing financial benefit, while the school district becomes an attractive destination for talented educators.

It's hard to imagine a politician campaigning against higher teacher pay or better schools. Yet those are precisely the kinds of benefits communities stand to lose when development gets blocked.

PROPOSAL WOULD PAY HOMEOWNERS 'DATA CENTER DIVIDENDS' TO COUNTER GROWING BACKLASH

The benefits extend to homeowners struggling with the rising cost of living.

In Loudoun County, Virginia, data centers generate 45% of county revenue. That enormous tax base has allowed local officials to cut homeowner property tax rates every year for a decade.

TO BEAT CHINA IN AI, AMERICA MUST WORK WITH COMMUNITIES — NOT AROUND THEM

In neighboring Henrico County, local leaders used data center revenue to fund a $60 million Affordable Housing Trust Fund, helping young families and first-time buyers purchase homes.

At a time when housing affordability is dominating political conversations, building data centers is helping some communities make the American Dream a little easier to achieve.

Electricity prices are another major concern, and understandably so. Families are already struggling with higher utility bills, and the arrival of a major new industrial customer can raise legitimate questions about who pays for new infrastructure.

But the enormous, predictable electricity demand from data centers also creates opportunities to finance new generation and grid investments, spreading infrastructure costs across a larger customer base.

In Georgia, agreements involving new large electricity customers, including OpenAI, are projected to lower residential power bills by $180 annually by 2029.

With the right arrangements in place, the arrival of data centers can mean lower costs for the families already living in these communities.

And the benefits extend well beyond tax revenue and household expenses.

Trade unions have been among the most vocal supporters of data centers because of the good-paying jobs they create. Building these facilities requires years of work for skilled tradesmen, with new projects creating opportunities for the next generation of American workers.

In Baltimore, Maryland, IBEW Local 24 expanded its membership by 50% alongside data center construction. In Luzerne County, Pennsylvania, IBEW Local 163 doubled its ranks following construction of an Amazon data center.

Politicians have spent decades promising to bring back good-paying blue-collar jobs. Here is an industry creating enormous demand for exactly those workers.

Of course, developers have a responsibility to work with residents and local governments to address legitimate concerns. Communities deserve clear answers about electricity costs and water use. They should also understand how the investments taking place in their backyards will benefit local families.

But when data centers are developed responsibly, the economic benefits can be enormous. Communities are rebuilding roads and improving schools. Homeowners are seeing lower tax burdens, and skilled workers are finding new opportunities.

For decades, politicians have campaigned on championing the Forgotten Man and bringing economic opportunity back to communities that have struggled to attract investment.

Now, data centers are delivering billions of dollars in private investment to many of those very places.

We're watching a new industrial boom take shape across America, creating jobs and revitalizing communities that Washington has spent decades promising to help. Before politicians rush to stop it, they ought to take a serious look at what those communities are gaining.

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And they should consider what their constituents stand to lose.

America's enemies prepare to take the next major war into outer space

29 October 2026 at 10:00

The opening moves of the next major war could unfold hundreds of miles above Earth.

U.S. adversaries are looking at ways to blind American forces in future conflict by jamming communications, disabling GPS, using lasers to attack satellites or destroying them completely.

A sweeping new Defense Intelligence Agency assessment details how China and Russia are developing sophisticated ways to disrupt or destroy U.S. satellites. This includes a Russian satellite designed to carry a nuclear weapon into Earth's orbit.

American forces rely on satellites to communicate across battlefields, navigate ships and aircraft, track enemy forces, detect missile launches and guide precision weapons to their targets. Knocking those systems offline could leave forces below struggling to see, communicate and strike.

AMERICA'S NEXT WAR COULD REACH US SOIL, TOP ARMY GENERAL WARNS

"We can't do military operations the way that we do them today without satellites, without systems in space," Clayton Swope, deputy director of the Aerospace Security Project at the Center for Strategic and International Studies, previously told Fox News Digital.

"Whoever has space and can deny that to their adversary has a huge asymmetric advantage in a conflict," Swope said.

CHINA IS TAKING THE FIGHT TO THE STARS. AMERICA MUST RECLAIM SPACE SUPREMACY

Beyond the battlefield, satellites underpin everything from GPS navigation and communications to banking, transportation and the electric grid, meaning a large-scale attack in space could disrupt services millions of people rely on every day.

Chinese military thinkers have identified reconnaissance, communications, navigation and early-warning satellites as potential targets for attacks designed to "blind and deafen the enemy," according to the report. DIA assesses Beijing could begin threatening or gradually degrading an adversary’s space architecture during a crisis as a "prelude to war."

Russia, meanwhile, views U.S. reliance on satellites for precision strikes and projecting military power as a "critical vulnerability" to exploit during a conflict. Its doctrine envisions attacks ranging from temporary jamming and blinding satellite sensors to the outright destruction of spacecraft and the infrastructure supporting them.

DIA describes the threat as a continuum, beginning with attacks that can temporarily disrupt a satellite without destroying it and escalating through cyber and orbital attacks to kinetic weapons and, ultimately, a nuclear detonation in space.

Some of those tactics have already made their way into active conflict. During Operation Epic Fury, the U.S. and Iran "took offensive actions against each other's space capabilities to degrade and disrupt military actions on both sides," according to DIA. The report does not detail those operations, but says jamming near the Strait of Hormuz in June disrupted U.S. aircraft and shipping vessels.

The Chinese military already practices jamming satellite communications and GPS during military exercises. Beijing also has ground-based lasers capable of disrupting or damaging satellites in low-Earth orbit, and DIA assesses it could field space-based directed-energy systems by the late 2020s.

Other Chinese systems can get much closer. The Shijian-17 satellite has a robotic arm capable of grappling another satellite, while Shijian-21 used similar technology in 2022 to move a defunct Chinese navigation satellite into a higher orbit. DIA noted that the same technology used to service or remove satellites can also have military applications.

Russia has repeatedly put its own spacecraft near U.S. satellites. Cosmos 2543 began following a U.S. national security satellite after it was released into orbit in 2019, approaching it several times before later firing a projectile in what DIA described as an anti-satellite weapons test.

PENTAGON REVEALS SECRET SPACE WEAPONS ARE ALREADY IN ORBIT — BUT WON'T SAY WHAT THEY DO

Russia sent Cosmos 2558 near another U.S. government satellite in 2022, and two years later launched Cosmos 2576 into the same orbit as a U.S. national security satellite before it began moving toward the American spacecraft. By 2025, Cosmos 2588 was maneuvering within roughly 93 kilometers of another U.S. government satellite.

Russia is also developing Burevestnik, an air-launched weapon intended to "kill" satellites in low-Earth orbit, according to DIA. The weapon would be launched from a modified MiG-31 aircraft and could be placed into orbit with little or no warning.

The threat escalates dramatically with Russia’s nuclear ambitions.

"Russia is developing a satellite designed to carry a nuclear weapon," the assessment states. Such a weapon could cause the "rapid and sudden loss or degradation of thousands of satellites" operated by governments and companies around the world, disrupting communications, navigation, weather forecasting and national security systems.

The damage could continue long after the initial blast. DIA warns that a nuclear detonation in space would leave behind radiation belts that "could persist for years" and damage satellites that initially survived or were only temporarily disrupted.

The threat has been on Washington’s radar for years. Then-House Intelligence Committee Chairman Mike Turner set off alarm bells in February 2024 when he called on the Biden administration to declassify intelligence about a "serious national security threat," later revealed to involve a Russian nuclear anti-satellite capability.

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U.S. officials have generally been more guarded about the underlying intelligence. As recently as April, U.S. Space Command chief Gen. Stephen Whiting said officials were "very concerned" by reports that Russia was potentially considering placing a nuclear anti-satellite weapon in orbit, but declined to confirm whether Moscow was actually developing one.

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