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In-depth analysis, frameworks and original research on prosperous infrastructure.
Utilize CoalitionBeyond Peak: Defining, Measuring, and Optimizing Grid UtilizationA Utilize Coalition white paper by Noah Goldmann and Molly Knoll on measuring how fully the grid is used.
Arushi’s role: External reviewer / peer reviewer
ReadGlobal Capacity AllianceTelemetry Offsetting Technical Architecture – ERCOT White PaperV-Wire’s draft architecture for the Global Capacity Alliance: crediting a paired battery or generator to a flexible load’s curtailment in ERCOT.
Arushi’s role: Cited in the paper
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Introduces EAAST, the framework that ties Luminary’s ventures into one circle of electron arbitrage across space and time.
ReadAurora Energy ResearchCurtailment Mitigation for PCLRs: Modeling the Effects of Front-of-Meter NettingAurora Energy Research models how front-of-meter netting could cut curtailment for data centers on ERCOT’s PCLR pathway.
Arushi’s role: Cited in the report
ReadLuminary StrategiesEmeraldAI on AI Data Centers: Bring Your Common Sense With YouWhy a “good grid citizen” framework for AI data centers matches the principles behind Luminary’s investments.
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How forests shaped the thinking behind PCLR: build deep common roots, then let competition decide what grows.
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The first Prosperous Infrastructure paper explains how ERCOT’s PCLR makes AI loads visible, dispatchable grid resources.
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Why data center “flexibility” is really two products: a firm floor from the grid, and private firming above it.
ReadEarthshot FoundationFrom Rivals in Gridlock to Champions of a Stronger, Smarter GridThe Earthshot Foundation’s synthesis of a year of GridIron dialogue among more than 200 grid practitioners.
Arushi’s role: Contributor and peer reviewer
ReadC3 JournalA Consumer-First Grid: How Texas is Privatizing Transmission Delivery Risk to Win the AI CenturyWhy letting large energy users carry transmission delivery risk could get them connected to power sooner.
ReadLuminary StrategiesThe Texas Earthshot for AI LoadsMarks unanimous ERCOT committee approval for PCLR — in her words, concept to voted-on reality in ten months.
ReadLuminary StrategiesFlexible Loads in ERCOT = Provisional CLRsExplains how Provisional CLRs would bring “connect and manage” to Texas AI loads awaiting firm grid capacity.
ReadCSISThe Texas Energy Reference Design: Stress-Testing Load Growth Challenges for an AI CenturyHow Texas is taking on reliability, cost and speed at once as AI demand pours onto its grid.
ReadCSISExploring the New Math Puzzle of a PJM InterventionWhat the White House’s principles for PJM could mean for prices, reliability and the companies building for AI.
ReadLuminary StrategiesAI, data centers, and your billWhy rising wholesale prices near data centers don’t automatically mean higher retail bills, and what does.
ReadUtility DiveAggregations and data centers: If a resource shows up when the grid is straining, make it count.Applies the lessons that earned DERs a place on the grid to AI data centers, in six policy moves.
ReadCSISFrom Bottlenecks to Breakthroughs: Rewriting the Grid Planning Playbook in the Southwest Power Pool and TexasWhy AI campuses shouldn’t be planned like steel mills, and how SPP and ERCOT could bring them online faster.
ReadLatitude MediaAI requires a smarter grid — and so does everyone elseWhy the grid flexibility built for AI must also protect households, or we risk two energy systems.
ReadCSISPower Access for AI: The Flexibility CompactA proposed deal: faster grid access for data centers that can prove they flex when the grid is stressed.
ReadCSISExperts React: Energy Policy in the Reconciliation DebateSeven CSIS experts on the May 2025 House reconciliation bills. Arushi writes on the cost of capital and supply chains.
Arushi’s role: Contributing author
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