Data Centers
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Commentary
Energy: The Most Critical 7% of America’s GDP
The true engine of America’s economy might surprise you. It’s not tech. It’s not artificial intelligence, finance, or manufacturing. It’s energy. Energy accounts for just 7% of America’s gross domestic product (GDP), but, as former FERC Chair Mark Christie put it, “it’s the foundational 7% … everything else in our economy and lifestyle flows from it.”
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Finance
Investor-Owned Utilities to Spend $1.1T in Grid Boost as Power Demand Spirals
America’s investor-owned electric companies are poised to deploy record-setting investment to launch one of the most aggressive infrastructure modernization campaigns in industry history in a bid to confront unprecedented electricity demand growth and prepare for a fundamentally transformed energy landscape. In total, over the next five years, the industry is poised to invest more than […]
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Engineering
Mining Our Nation’s Scrap to Transform Our Electric Grid
Today’s demand for energy is extraordinary and expected to continue rising. The rapid growth of data centers, reshoring manufacturing operations and electrification of transportation has accelerated the market demands for electricity. Rethinking how industries use, and re-use materials is central to both the future of the electrified world and the work of Nucor, North America’s […]
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Commentary
AI’s Energy Hunger Demands an All-of-the-Above Strategy
Here’s a fundamental truth: there is no AI without energy. And as the technology grows, its demand for energy, and carbon footprint, may never again be as small as it is today. Against this backdrop, debates over which energy source should power AI miss the point. AI’s appetite for energy—relative to what the grid has […]
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Data Centers
Entergy Will Power $4-Billion Google Data Center in Arkansas
Google announced the first phase of a $4-billion data center project in West Memphis, Arkansas, an initiative that state officials have called one of the largest economic investments in state history. The facility, located near the Arkansas-Tennessee state line, will be powered by Entergy using solar power and existing generation in the area.
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Electrification
Miss Kitty: A Western Gas Power Answer to Texas Grid Bottlenecks
Like its Gunsmoke namesake, Miss Kitty—a Plains, Texas behind-the-meter microgrid project—is tough, pragmatic, and distinctly Western. Faced with a hard ceiling on utility power and years-long waits in the
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Data Centers
LandBridge and NRG Strike 1.1-GW Gas-Fired Deal to Power Delaware Basin Data Center in Texas
LandBridge Co., a Permian-focused land and infrastructure firm with 277,000 surface acres in the Delaware sub-region in Texas, and NRG Energy, one of the U.S.’s largest independent power producers, have inked a strategic agreement for a potential 1,100 MW natural gas–fired generation facility in Reeves County, Texas, to power a hyperscale data center. The agreement, […]
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Commentary
Powering AI: From CERA Week Optimism to New York Climate Week Realism
This week, the energy world convenes in New York for the United Nations Climate Week. The gathering will encompass the most vital sectors of the U.S. economy at present—technology firms and utilities will be well-represented, along with a host of consultants, suppliers, experts, and academics, who consistently attend these events. UN Climate Week mirrors another […]
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Trends
Soluna Breaks Ground on 166-MW Texas Wind-Powered Data Center for Crypto and AI
Soluna Holdings, a developer of data centers powered by renewables, is set to break ground on Project Kati, a 166-MW wind-powered data center campus poised to support Bitcoin hosting and the rapidly growing demand for artificial intelligence (AI) and high-performance computing (HPC) infrastructure. The project, a partnership with EDF Renewables, Masdar, and Spring Lane Capital, […]
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Trends
Why Power Plants Need AI That Engineers Can Trust
America’s power producers face growing pressure to do more with less. A rapidly evolving grid, increasing demand, aging infrastructure, and policy uncertainty have created a system where traditional approaches to reliability are no longer enough. The North American Electric Reliability Corporation (NERC) recently issued its 2025 RISC report, highlighting the leading risks facing America’s power […]
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