Silicon Curve Research
Proof of Progress.
Quantitative analysis of U.S. federal agency data across energy infrastructure, AI buildout, and the technologies shaping the next decade.
Featured Report
Grid Infrastructure Series
Solar vs Nuclear: Firm Power for the AI Grid
U.S. nuclear generation totaled 786.0 TWh over the 12 months through April 2026 while solar totaled 313.1 TWh, framing two opposite ends of the firmness spectrum for AI data center power.
786.0 TWhNuclear 12-month total
+16.1%Solar YoY generation
313.1 TWhSolar 12-month total
25
Federal Data Series
EIA + FRED
Primary Sources
100%
Public Domain Data
Monthly
Publication Cadence
Coverage Areas
Energy & AI Infrastructure
EIA generation, capacity, and price data across all U.S. electricity grids
Bitcoin & Crypto
Federal energy consumption estimates, miner concentration, and grid impact
Robotics & Automation
BLS employment data, manufacturing investment trends, and import/export shifts