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Strategic intelligence · AI–Energy convergence

ARIA · Convergence Intelligence Platform

LG Strategy is a strategic intelligence firm. ARIA is our convergence intelligence platform — a continuously updated view of the companies, technologies, and capital flows at the boundary where AI and Energy converge.

AI is reshaping the economics of every industrial operation. Energy is a major strategic foundation that modulates the speed and cost of the AI revolution. ARIA tracks infrastructure, economics, and enterprise transformation, so companies can act on a strategic landscape that outpaces conventional intelligence.

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Full briefings for
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Energy for AI. AI for Energy.
The structural shift reshaping both industries.
Energy for AI

US data center power demand is projected to reach 74 gigawatts by 2028, with a shortfall of 49 gigawatts in available grid access. Energy companies have what AI needs: natural gas infrastructure, pipeline access, power generation expertise, and operational reliability at industrial scale.

Halliburton invested $1 billion in VoltaGrid, a behind-the-meter power company with a 7.5 GW order book building gas-powered infrastructure for AI data centers. Chevron committed $1.5 billion to dedicated AI data center power generation. The energy sector is becoming infrastructure for AI.
AI for Energy

SLB and NVIDIA announced an AI Factory for Energy in March 2026. SLB serving as modular design partner for NVIDIA's AI data center architecture while building domain-specific foundation models and agentic AI systems that run on SLB's platforms to serve the entire industry.

SLB leads the ARIA Energy Index at 67/100. Its Implementation Depth score of 18/20 is the sector high. The intelligence layer of energy operations is moving from operator to service provider. Most operators have not yet named the dependency this creates.
ARIA tracks both sides of the convergence. The ARIA Energy Index measures AI integration across 16 public energy companies. ARIA Compute tracks the economics of AI infrastructure: power constraints, cooling technology, compute economics, and supply chain dynamics. Together they give leadership teams an up to date outside view of this rapidly evolving structural shift.
What we're tracking right now.
ARIA signal feed
Live
Three ways intelligence fails
your leadership team
01
Too late
Quarterly reports and annual strategy reviews. By the time intelligence reaches leadership, the market has already moved and the window has closed.
02
Too much
Data dumps, dashboards nobody reads, signal buried in noise. More information is not better intelligence — it is the same problem in a different form.
03
Not actionable
Interesting analysis with no "so what." Intelligence without expert interpretation and clear recommendations does not drive decisions — it creates doubt.
Continuous intelligence.
Expert synthesis.
Just in time.

ARIA is LG Strategy's strategic intelligence platform. It monitors your competitive landscape, market dynamics, and the forces reshaping your sector — continuously, not periodically. LG Strategy's domain expertise is built into the platform itself: the questions ARIA asks, the signals it surfaces, and the way it filters what matters from what doesn't. That expertise then carries through to the recommendations your leadership team receives.

This is not a data service. The intelligence ARIA produces is proprietary — shaped by deep domain knowledge and a systematic approach to signal construction that generic monitoring cannot replicate. The intelligence never stops. The expert layer is always on.

01 — Continuous

Always watching

ARIA never stops monitoring. Competitors, markets, regulatory shifts, technology signals, M&A activity. The intelligence is live, not periodic.

02 — Filtered

Only what matters

LG Strategy's domain expertise cuts through the noise. You receive only the signals relevant to your specific strategic context — nothing else makes it through.

03 — Actionable

Expert recommendations

Every briefing includes a clear "so what." Not just what is happening — what you should do about it, backed by human expertise, delivered when it matters.

Who's actually integrating AI in the energy sector —
and what that signals for the broader convergence.

Not what companies say. What they do. The ARIA Energy Index scores organizations across five observable dimensions — drawn from public filings, earnings calls, job postings, patents, and regulatory disclosures. No surveys. No self-reporting. External data only.

SLB · 67
Sector Leader
48.5 / 100
Sector Median Composite
4 Companies
Active Implementers (60+)
What most leaders have today
What the ARIA Index delivers
Annual surveys, self-reported
External data — filings, transcripts, job postings
Periodic snapshots
Continuously updated as signals emerge
Company statements
Observable actions and disclosed outcomes
Generic sector coverage
Calibrated to each sector's transformation vectors
Opinions
Traceable to specific sources
ARIA Index · Early access
Register for early access — full sector scores, methodology, and quarterly updates. Free. No commitment.
Same engine.
Three configurations.

Each module is built around a specific intelligence need: compute technology, AI-native capabilities, investment opportunity. The question architecture and consequence framework are tuned to the decisions that client makes.

ARIA Compute · AI Infrastructure Economics
ARIA
Compute
Strategic intelligence for companies building or selling into the AI compute foundation: data center power, thermal and cooling technology, semiconductor supply chain, hyperscaler build-out economics. Tracks where AI infrastructure is going, what's constraining it, and which technologies are positioned to capture the next wave of capacity.
ARIA Enterprise · Industrial AI Deployment
ARIA
Enterprise
Strategic intelligence for large industrial operators navigating AI transformation: energy companies, manufacturers, infrastructure operators. Tracks competitive AI adoption, technology shifts, the operator-OFS deployment gap, and the AI-native capabilities emerging in adjacent sectors that reshape what the competitive set actually looks like.
ARIA Ventures · Corporate Venture Intelligence
ARIA
Ventures
Strategic intelligence for corporate venture and strategic investors evaluating technologies at the AI-Energy boundary. Anticipates how new technologies will change the energy landscape, surfaces adjacent-sector entrants applying data and AI in new ways, and maps operator adoption signal across the scored ARIA Energy Index universe. Built for portfolios where deployment context determines whether a technology actually scales.
Intelligence at
decision velocity
01
Module configuration
We map your competitive landscape, define your strategic question library, and configure ARIA to your specific context. Your intelligence is built around what matters to you — not a generic template.
02
Continuous monitoring
ARIA watches your market around the clock — tracking competitors, surfacing signals, monitoring regulatory and technology moves that affect your strategy.
03
Expert synthesis
LG Strategy's domain expertise filters signal from noise and builds the strategic "so what" — connecting intelligence to the decisions your leadership team faces.
04
Just-in-time delivery
Intelligence reaches you when it is relevant — not on a fixed calendar. Urgent signals trigger immediate briefings. The cycle never stops.
Strategic ingenuity.
Not a framework.
Not a vendor agenda.

The large consulting firms bring frameworks, scale, and analyst hours. The hyperscalers and platform vendors bring their own products and a strong incentive to sell them. What both share: they arrive with an answer before they understand the question, and they leave behind a methodology the client's team did not build and does not own.

LG Strategy offers something different: strategic ingenuity in service of one question — how does your organization create real value from AI, integrated into the business, not bolted onto it. This is principal-led work. The engagement is direct — not a team behind a name.

01 — Pattern recognition

Vision-building

Seeing where AI creates genuine leverage in a specific business — not where it is fashionable. The starting point is always your specific competitive context, not a sector template.

02 — Strategy development

Built with you

Building the roadmap with the leadership team, not for them. The goal is a strategy they own and execute with conviction — not a slide deck that sits in a drawer after the engagement closes.

03 — Continuous intelligence

ARIA as the backbone

Strategy without intelligence decays. ARIA is the monitoring layer that keeps your strategy connected to a moving market — tracking the signals that matter as your competitive landscape evolves.

The intelligence layer
your strategy has
been missing.
"The companies that win aren't smarter. They're better informed, they make better decisions, and they move faster."

Laurie Giandomenico spent thirty years at the intersection of advanced technology, national security, and executive strategy before founding LG Strategy. As SVP and Chief Acceleration Officer at MITRE Corporation she built MITRE Engenuity from inception — including the commercialization of MITRE ATT&CK, now the world's most widely adopted cybersecurity threat framework. She spent six years as strategic advisor to the CEO of Schlumberger and most recently built a year-long AI transformation program for a global testing, inspection, and certification company.

She holds a Ph.D. from Cornell, a B.S. in Electrical Engineering from the University of Connecticut, and certifications in AI governance from Harvard Kennedy School. Harvard Business School-certified Women on Boards leader and TEDx speaker on democracy, innovation and resilience.

LG Strategy carries three decades of experience at the frontier of technology and strategy. ARIA exists because the most consequential decisions leaders make require intelligence that is continuous, systematic, and available to every leadership team ready to act.
Request an
ARIA briefing

Tell us about your strategic context and we'll show you what ARIA looks like pointed at your competitive landscape.

Or email directly: lg@lgstrategy.com