Portfolio: Inside the AI Power Race: Why DFW Could be the Backbone of the Next Industrial Revolution
From DCEO magazine, Jan/Feb 2026
The feature in the January-February 2026 edition of DCEO Magazine is a sequel to the March 2025 feature “The Really Wild AI Ride.” That feature represented about two and a half years of work focusing on what was happening with generative AI, semiconductors (chips), the emergence of more data centers and increased capex spending by big tech.
Playing that story forward represents an immersion of the last six to eight months, trying to make sense of the AI infrastructure buildout. Many big tech firms, including NVIDIA, have adopted the term “AI infrastructure” because it describes what’s happening in a way people can relate to.
I’ve been writing about energy infrastructure and digital infrastructure for well over a decade, so it was natural for me to segue into this digital infrastructure world from the energy world. As we know, energy is integral to the success of the AI infrastructure being built right now.
Read: “Inside the AI Power Race: Why DFW Could be the Backbone of the Next Industrial Revolution”
A video backgrounder about how this work came together: