Data Centers
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Trends
The Age of Electricity and 5 Other Forces Reshaping the Global Energy Outlook
The world has firmly crossed into the “Age of Electricity.” That is a unifying finding in the International Energy Agency’s (IEA’s) 2025 edition of the World Energy Outlook (WEO), which shows a global
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Trends
Meeting the Moment: Industry Leaders Chart the Course for Power in 2026
From artificial intelligence-driven efficiency to transmission bottlenecks, power industry insiders share their perspectives on the opportunities and obstacles shaping 2026 and beyond. The power generation
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Commentary
Power Generation in the Age of AI: Year-End 2025 Outlook
In early 2020, the prevailing narrative in the power sector was a continuation story of the developments from the decade before: renewable buildout will keep compounding, thermal capacity will keep retiring (albeit at a slower rate), markets will evolve to compensate for flexible generation products, capital will keep moving earlier in the development value chain […]
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Data Centers
Data Centers, the Grid, and the Assumptions That Don’t Hold Up
The power sector is grappling with a fundamental mismatch: hyperscale data centers demand electricity at unprecedented speed and scale, while the infrastructure to serve them operates on timelines measured in years, not months. According to Stephen Empedocles, PhD, founder and CEO of Clark Street Associates (CSA), an advisory firm specializing in government funding for technology […]
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Data Centers
Amazon Data Centers Aren’t Raising Your Electric Bills—They May Be Lowering Them
As electricity demand from data centers continues to surge, a persistent question has dogged the industry: Are residential ratepayers footing the bill for massive tech infrastructure? According to Amazon Web Services (AWS) and an independent study it commissioned, the answer is a definitive no. As a guest on The POWER Podcast, Mandy Ulrich, senior manager […]
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Gas
Entergy Arkansas Adding New Gas-Fired Power, Extending Nuclear as Part of Investment Plan
Entergy Arkansas, the utility that provides electricity to about 735,000 customers in 63 counties in that state, announced a plan to add about 2.6 GW of new power generation capacity, in part by converting old coal-fired units to burn natural gas. It also is renewing the operating license for the 1.8-GW Arkansas Nuclear One power plant, the state’s only nuclear power station, with plans to invest in new equipment that would increase the facility’s output.
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Data Centers
Alphabet Buying Clean Energy Developer to Support Data Centers
Alphabet, the parent of technology giant Google, has announced a definitive agreement to acquire Intersect, which provides data center and energy infrastructure solutions, for $4.75 billion in cash, plus the assumption of debt. Google already owns a minority stake in Intersect from a previously announced funding round.
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Commentary
Trump Media—TAE Merger: Fusion’s Public Market Leap
The fusion industry just achieved a major milestone—and this time, it’s not about science.
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Commentary
AI Is Draining the Grid—and the Power Solution Is Sitting Idle Right Next Door
Data centers are already among the world’s hungriest power users, and artificial intelligence (AI) is pushing their energy consumption to new heights. The International Energy Agency expects data centers’ electricity use to more than double by 2030, reaching roughly 1,000 TWh. That’s a growth rate four times faster than the overall grid. In some scenarios, AI-optimized facilities could […]
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Commentary
The Long Arc of Efficiency: What Refrigerators Teach Us About the Future of AI Data Centers
As AI demand accelerates, the race is on to bend the power curve before it bends the grid. The first electric refrigerators were mechanical curiosities—loud, bulky appliances that consumed staggering amounts of electricity. But they spread anyway, because the productivity gains were too great to ignore. Daily habits shifted. Food systems reshaped. Household labor changed […]
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Commentary
Powering the AI Revolution: Why the Energy Race Is the AI Race
The power of U.S. innovation and market incentives cannot be underestimated. The convergence of a business-driven energy transition and the explosive growth of artificial intelligence (AI) have exposed a critical bottleneck within our energy grid.
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Hydrogen
Development Deal Will Provide Hydrogen for California Data Centers
Vema Hydrogen, developer of a sustainable hydrogen production technology, said it has entered a hydrogen purchase and sale agreement with Verne, a provider of on-site power and cooling solutions. Verne will leverage Vema’s clean energy, known as Engineered Mineral Hydrogen (EMH), to provide low-emission power for its data center customers.
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Data Centers
Utah Groups Look at Nuclear Options to Power World’s Largest Data Center Site
An energy company focused on supporting artificial intelligence (AI) through infrastructure has signed a memorandum of understanding (MOU) with a Utah-based nuclear power services company, as the groups evaluate ways to provide electricity for a massive data center campus in that state.
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Data Centers
Data Centers and the Grid: Key Insights from POWER’s Inaugural Data Center POWER eXchange Summit
POWER breaks down the top insights from Data Center POWER eXchange, its unique one-day summit curated by POWER’s editorial team and convened to examine the collision between accelerating data center load and tightening grid constraints. The rise of artificial intelligence is poised to create the fastest, largest, and most concentrated surge of electricity demand in […]
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Data Centers
Emerson Addresses Power Industry’s AI-Driven Demand Surge
The power industry is experiencing unprecedented demand growth, driven largely by data centers and artificial intelligence (AI) applications. This surge is creating both opportunities and challenges for utilities, equipment manufacturers, and the broader power generation ecosystem. As a guest on The POWER Podcast, Seth Harris, growth director for Emerson’s Power business in North America, discussed […]
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Energy Security
NERC: Winter Grid Reliability at Risk Amid Soaring Demand, Fuel Supply Gaps
In its recently released Winter Reliability Assessment, the North American Electric Reliability Corporation (NERC) found that while resources are adequate for normal winter peak demand, large swaths of North America face an elevated risk of electricity shortfalls during prolonged, wide-area cold snaps. Noting that four severe Arctic storms have swept across much of the continent since […]
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Data Centers
Early-Stage Risk Mitigation—Essential Element for Data Center Financing
Lenders and investors are scrutinizing data center projects closely. Identifying and mitigating risks early helps attract investors and reduce financing costs. Clear documentation and realistic timelines are essential to securing financing. Land Control—The Foundation of Success: Land remains the cornerstone of any data center development. Verifying land control ensures the project’s legal and physical foundation […]
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Nuclear
Power Play: Takeaways from Westinghouse, Google AI Partnership
Westinghouse has partnered with Google Cloud to develop a custom AI-powered platform using specialized models from both Google and Westinghouse—itself a leader in AI for energy production—that helps optimize and accelerate reactor construction.
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Data Centers
Vertiv, Caterpillar Collaborate to Expand Power and Cooling Offerings for Data Centers
Vertiv, a global critical digital infrastructure group, and power systems leader Caterpillar announced the signing of a strategic undertaking to collaborate on advanced energy optimization solutions for data centers. The initiative unveiled November 18 will integrate Vertiv’s power distribution and cooling portfolio with Caterpillar’s, and its subsidiary Solar Turbines’, product and expertise in power generation and CCHP (combined cooling, heat, and power) to deliver pre-designed architectures that simplify deployment, accelerate time-to-power and optimize performance for data center operations.
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Instrumentation & Controls
Get the White Paper: Boost Efficiency with Advanced Water Analytics
Sponsored by:Mettler ToledoGlobal shifts in energy demand are prompting power plants to reassess their production and efficiency needs. Energy-intensive AI data centers and increased renewable power loads to grids demand greater plant flexibility. Ramp-up and shutdown cycles require plants to rely more on cycle chemistry analytics to support fluctuations. The loss of personnel expertise due to layoffs […]
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Data Centers
Nuclear, Natural Gas Power Generation Planned for Massive New Mexico Data Center Site
A Texas-based developer and operator of next-generation digital infrastructure and integrated power assets announced it has entered into a land option purchase agreement for a site in New Mexico that would feature a vast data center center campus. The plan announced November 6 calls for more than 2 GW of natural gas-fired generation capacity, and 5 GW or more of nuclear power, to energize the 3,500-acre site.
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Data Centers
Boost Profits & Reliability by Migrating and Integrating Critical Process Data
Sponsored by:dataPARCProcess manufacturers and power producers are feeling the pressure of tight margins and increasing economic uncertainty. The data tools that engineers and plant operators have relied on for years are rapidly evolving, prompting many to consider how and when to migrate to a new data management platform that enables a more efficient and seamless integration […]
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Data Centers
Power, Proximity, Policy: The Legal Landscape of Siting Data Centers Near Natural Gas Resources
The explosive growth of cloud computing, artificial intelligence, and enterprise data storage has transformed data centers into the critical infrastructure of the digital economy. Yet their extraordinary and continuous electricity demands—often exceeding 100 megawatts per site—have made energy access and reliability the single most consequential factor in determining where these facilities are built. Across the […]
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Commentary
Frugal AI’s Energy Reckoning: Why Efficiency Isn’t Enough
The story of artificial intelligence (AI) is often told in the language of speed and efficiency. Every quarter brings claims of models that run faster and cost less. Yet behind the glossy benchmarks lies a more sobering truth: the appetite for AI is growing so quickly that even the most impressive efficiency gains cannot keep […]
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Data Centers
Power Quality in the AI Era: Solving for Subharmonics
Data center operators are keenly aware that securing access to the grid is job number one on their to-do list. But the extraordinary demand placed on the grid by artificial intelligence (AI) and high-performance computing (HPC) has another concern rapidly ascending the list: power quality. While data centers running traditional workloads have largely solved for […]
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Commentary
Energy Sector Teaching AI How to Grow Up
When artificial intelligence (AI) manages a power grid, it cannot operate as a black box. A wrong decision will not just frustrate users, it will trigger a blackout. This critical nature of AI deployments in energy is forcing AI to mature faster in energy than in any other sector. When algorithmic decisions affect high-stakes systems […]
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Data Centers
Data Centers Are Turning to Gas Generators for Prime Power to Eliminate Long Lead Times for Grid Connections
Backup generators are gaining a new lease on life in data centers. For decades, they have been a rarely used part of the infrastructure, existing for those moments when other power sources fail. But their profile is shifting due to the chronic shortage of available power across North America. Data center developers have grown impatient […]
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Solar
ENGIE, Meta Expand PPAs with New 600-MW Solar Project
ENGIE North America said it has entered into additional power purchase agreements (PPAs) with technology group Meta that will increase the overall scale of the commercial relationship between the two companies to more than 1.3 GW across four Texas projects.
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Data Centers
INNIO, VoltaGrid Partner on 2.3-GW Data Center Project
Austria-headquartered INNIO Group said the company has received the largest equipment order by power delivery in its history. The company on October 21 said it has a deal with VoltaGrid for a 2.3-GW power infrastructure project featuring 92 of INNIO’s power packs, each with 25 MW of generation capacity.
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T&D
AI’s Growing Appetite: What the Grid Needs to Keep Up
The rise of artificial intelligence (AI) isn’t just transforming industries; it is also transforming the energy grid. Behind every AI breakthrough lies a massive surge in computing power, and with it, an unprecedented demand for reliable and affordable electricity. As the U.S. positions itself for continued technological leadership, meeting the energy needs of AI data […]