AI-Energy Nexus, July 22, 2026

How can utility owners become big winners in an unregulated CRE world? Here’s one way: “Joulent, an energy developer building power plants for AI data centers, which I wrote about earlier this month, took a different route and partnered with National Grid. This way, as Brian Boland, Joulent's CFO and head of strategy, told me, it hopes to access the utility's electrical expertise and vendor relationships.

"The electrical side of these solutions is very complex," he said. "All the interfaces between the power plant and the data center, and the opportunity that exists in that space, are something that National Grid is extremely experienced in." Joulent also plans to leverage National Grid's vendor relationships for high- and medium-voltage grid equipment, which Boland says has become "the longest lead time item” in the space.”

https://mail.latitudemedia.com/strategic-importance-securing-power-electronics