Data Centers

  • Microsoft Commits to Full Electricity Cost Recovery in Data Center Communities

    Microsoft has committed to “paying its way” to ensure its data centers will not ramp up residential utility rates, becoming the first major hyperscaler to publicly commit to a comprehensive framework that ties artificial intelligence (AI) data center growth to cost-recovery rate design. The hyperscaler also pledged to advance utility coordination, directly fund grid infrastructure, […]

  • Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting

    Energy-generation permitting in the Mid-Atlantic continues to evolve in 2026 not through wholesale deregulation or uniform acceleration, but through procedural and permitting reform and the potential allocation of generation development authority to public utilities. States are enacting these changes to meet the reality of reliability concerns, transmission constraints, large load-growth, and to address frequent obstruction of energy projects by local government.

  • Data Center Developer, Major Investment Group Plan Gigawatts of New Capacity

    A data center development company led by former executives with Amazon Web Services (AWS) has joined with a leading investment group to launch a platform for hyperscale data centers in North America.

  • How AI’s Energy Challenge Is Becoming Its Innovation Engine

    As artificial intelligence (AI) models and workloads continue to scale in size and sophistication, their hunger for processing power—and the energy that fuels it—is accelerating faster than any previous wave of digital innovation.

  • Vistra to Bolster Gas-Fired Fleet by 5.5 GW with $4B Cogentrix Acquisition

    Vistra Corp. has executed definitive agreements to acquire Cogentrix Energy, a portfolio company of Quantum Capital Group, in a $4 billion transaction that will expand its generation footprint across the PJM Interconnection, ISO New England, and the Electric Reliability Council of Texas (ERCOT). Announced on Jan. 5, 2026, the acquisition includes 10 modern natural gas […]

  • Meta Locks In Up to 6.6 GW of Nuclear Power Through Deals with Vistra, Oklo, and TerraPower

    In-Depth: Meta’s suite of three landmark agreements is poised to provide the financial certainty to extend aging plants, accelerate first-of-a-kind advanced reactor deployments, and relieve PJM’s tightening capacity constraints while establishing the hyperscaler as an anchor customer for a 6.6-GW corporate-backed nuclear fleet. In a stunning move that reinforces Big Tech’s growing role in underwriting […]

  • Wyoming Approves Data Center Campus That Includes 2.7 GW of New Natural Gas-Fired Generation

    A major data center complex that would be served by 2.7 GW of new natural gas-fired generation has been given the go-ahead by county commissioners in Wyoming.

  • The POWER Interview: Investing in Energy Solutions for the Data Center Boom

    The race to lead when it comes to artificial intelligence (AI) is becoming more about securing the power necessary for data centers and other AI infrastructure. In this POWER Interview, Andrejka Bernatova, founder, chairman, and CEO of Dynamix Capital Partners, discusses Dynamix’s belief that the energy and infrastructure industry is in the early phases of a decades-long transition to a low-carbon, sustainable future.

  • Liberty Energy Will Develop Gas-Fired Power for Data Center Group

    Two Colorado-based groups are partnering to develop power generation solutions for data centers. Liberty Energy, the Denver-based oil and gas company founded by U.S. Energy Secretary Chris Wright, and Vantage Data Centers (also headquartered in Denver) on January 5 announced a partnership to “develop and deliver utility-scale, high-efficiency power solutions,” presumably natural gas-fired units, for Vantage’s continued expansion of its North American portfolio.

  • 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

  • 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

  • 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 […]

  • 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 […]

  • Amazon Data Centers Aren’t Raising Your Electric Bills—They May Be Lowering Them

    [Ed. update 1/6/2026: This article has been updated to include additional context about the scope and methodology of the E3 study referenced herein.] 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) […]

  • 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.

  • 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.

  • 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.

  • 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 […]

  • 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 […]

  • 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.

  • 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.

  • 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.

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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.

  • 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.

  • Get the White Paper: Boost Efficiency with Advanced Water Analytics

    Sponsored by:
    Mettler Toledo

    Global 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 […]

  • 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.