Francis Desouza

PJM’s grid is strained by AI-driven data-center demand, triggering regulatory scrutiny, backlog-induced interconnection delays, and proposed market-design changes, with tech giants’ clean-energy goals at risk.

Moonshot AI raises $2B at a $20B valuation amid a surge in demand for open-weight/open-source AI in China, with $3.9B raised in the last six months and ARR topping $200M, signaling strong investor appetite but accompanied by significant geopolitical and regulatory risk.

Panel of AI supply-chain architects highlights real bottlenecks (chips, energy, data), regulatory and sovereignty risks, and alternative architectures, backed by concrete financial and market data.