When the Bill Comes Due: Why Powering AI Needs a New Public–Private Model
The AI-driven energy boom is no longer speculative. With over $200 billion in projected infrastructure investments by 2030, data center load growth is reshaping the U.S. electric grid at unprecedented speed. However, the traditional model of utility-led infrastructure planning is proving inadequate. New governance, cost-sharing and regulatory models are urgently needed to ensure that the benefits and burdens of this transformation are fairly and efficiently distributed.
How A&M Can Help
A&M helps clients navigate transformation through an integrated approach that recognizes a fundamental truth: Successful AI infrastructure development requires governance innovation, not just financial engineering. Our methodology combines regulatory expertise, infrastructure finance experience and stakeholder coordination to create sustainable models for public–private collaboration.
The Three-Pillar Approach
- Regulatory Strategy and Positioning
- Integrated Financial Structuring
- Stakeholder Alignment and Acceleration
The energy infrastructure transformation is already underway. Those who shape the governance, not just the hardware, will capture the value. A&M brings the strategy, structure and execution support needed to build fast and build right.
