2026.02.03 | Who Pays for Data Center Power? Grid Recovery After Storm Fern

Winter Storm Fern has devastated the grid with over $100 billion in economic losses, yet utilities must simultaneously pivot to meet the surging energy demand from data centers. We analyze the political fallout from the storm, including urgent Congressional hearings, and unpack the critical debate over who should fund infrastructure upgrades for hyperscalers. Discover how wholesale markets like PJM handled the freeze and why wind generation offered a surprising lifeline when the system was under maximum stress. Listen now to understand the high-stakes balancing act between recovering from today's disaster and building for tomorrow's AI boom.