Data Centers
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Technology
The Power Problem Behind AI—and a Path to Fix It
As artificial intelligence (AI) training reshapes data center power system design, early adopters using battery energy storage systems (BESS), microgrid control, and unified automation are positioning
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Data Centers
AI Data Center Growth Is Now a Power Infrastructure Problem
Why megawatts, siting, firm generation, and power-aware design are becoming the real inner loop of the artificial intelligence (AI) race. “We are knocking on the door of these incredible capabilities. The ability to build basically machines out of sand.” Dario Amodei, CEO of Anthropic, used that phrase at Davos this January to describe how silicon […]
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Data Centers
Data Centers and the Grid: How Hyperscale Computing Is Reshaping Power Infrastructure
A power paradox is emerging in the hyperscale era: while computing demand is accelerating, power availability is increasingly becoming the constraint that determines where data centers are built, how quickly they can be energized, and how large they can become. In this age of hyperscale data centers, campuses using 300–600 MW of electrical capacity, equivalent […]
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Data Centers
Data Centers and Communities: Why the Conversation Demands More Nuance
On April 7, the Maine House voted 82–62 to advance Legislative Document (LD) 307, a bill sponsored by Rep. Melanie Sachs, D-Freeport, that would impose a moratorium on artificial intelligence (AI) data
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Commentary
Power, Policy, and Scale: Inside the State Regulatory Response to Data Center Expansion
Powering data centers is receiving significant attention at the federal level with the Department of Energy’s Advanced Notice of Proposed Rulemaking, or ANOPR, on large-load interconnections, and with the Federal Energy Regulatory Commission (FERC) gathering input on the proposal.
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Data Centers
How to Reduce Energy Consumption with Improved Data Center Cooling Efficiency
By installing optimal components, finetuning utility processes, and partnering with the right suppliers, hyperscalers are improving data center cooling loop performance, which is increasing operational uptime, equipment safety, facility reliability, sustainability, and profitability. As artificial intelligence (AI) becomes an increasing staple in daily routines, data centers today are undergoing significant architectural shifts. Driven by the […]
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Electrification
Modernizing the Grid: Building with Domestic EAF Steel
The U.S. electrical grid is aging and under increasing strain from rising energy demand driven by technologies like data centers and electrification, making modernization urgent. Much of the current infrastructure is outdated, with many transmission lines nearing the end of their lifespan and relying on less durable materials like wood. Modernizing this infrastructure requires stronger, […]
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Commentary
The Grid Doesn’t Need More Power—It Needs More Control
The energy industry keeps talking about a shortage of power generation. In reality, this is a control problem.
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Commentary
The Blueprint for Meeting the Power Needs of AI
I have spent my entire career working at the intersection of infrastructure and power. Collaborating with colleagues in the utility industry has been an enormous part of my job for almost three decades. So much so, that I have been humbled by how many familiar faces have come up to me at recent power-focused conferences […]
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Legal & Regulatory
FERC Sets June Deadline to Rewrite Large-Load Grid Rules for AI-Era Power Demand
The Federal Energy Regulatory Commission (FERC) has set a June 2026 deadline to act in a high-stakes rulemaking that could redefine how massive new power users—including AI-driven data centers—connect to the U.S. interstate transmission system. In an April 16 order in its “Interconnection of Large Loads to the Interstate Transmission System” docket (RM26-4-000), the commission […]
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Energy Security
Rural Co-ops Navigate a New Era of Load Growth, Rising Costs, and Policy Pressure
After decades of relatively flat electricity demand, the U.S. power sector is suddenly racing to keep up—and rural electric cooperatives, which serve 42 million people across 54% of the nation’s land mass, are feeling the squeeze as acutely as anyone. As a guest on The POWER Podcast, Jim Matheson, CEO of the National Rural Electric […]
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Data Centers
High-Density AI Is Forcing a Power Reckoning at the Rack
The data center industry is having a power problem. The problem is at the rack. Artificial intelligence (AI) is driving rack power into ranges where conversion losses are no longer background noise. Every piece of equipment in a data center rack—graphics processing units (GPUs), central processing units (CPUs), storage—runs on direct-current (DC) power. Most facilities […]
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Renewables
Renewables Reenvisioned: How Linea Energy Built a 7-GW Renewable Pipeline in Under Two Years
Cassidy DeLine has spent more than 16 years developing renewable power plants. Now, as the founder and CEO of Linea Energy, she’s building an independent power producer that she believes can do the work better, not by tearing up the playbook, but by running every play better. As a guest on The Power Podcast, DeLine […]
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Gas
Rehlko, INNIO Have Deal For 1.25 GW of Gas Engine Capacity
Energy resilience solutions provider Rehlko said that it has entered into a multi-year strategic engine framework agreement with INNIO Group, securing the supply of about 1.25 GW of gas engine capacity over the next three years.
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Data Centers
TikTok Investing $1.16 Billion for Second Data Center in Finland
Social media group TikTok said it would invest €1 billion ($1.16 billion) to build the company’s second data center in Finland. TikTok on April 7 said the new facility would be in Lahti, in southern Finland, and would have capacity of 50 MW, scalable to 128 MW.
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Research and Development
The Genesis Mission: How AI Supercomputing Is About to Reshape American Science and Energy
Dr. Dario Gil, the Department of Energy’s (DOE’s) Under Secretary for Science, lays out a bold vision to double the productivity of U.S. research and development (R&D) within a decade—and explains why energy and artificial intelligence (AI) are two sides of the same coin. After 22 years at IBM, where he rose to senior vice […]
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Data Centers
Full Throttle: Five Trends Reshaping the Gas Power Boom
A once-predictable industry is moving at hyperscale speed. Here are five trends defining the biggest gas power buildout in a generation. Natural gas power is in the middle of its biggest buildout in a
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Data Centers
Protecting the Grid in the Age of Data Center Growth
The rapid growth of data centers in recent years is increasingly causing angst among power operators. Power industry leaders want assurances that the electric grid is reliable, protected, and sustainable for businesses and the public alike.
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Legal & Regulatory
Solar Power Satellites and Orbital Data Centers—International Space Law Implications
In 2011, I published an article in the Boston University Journal of Science & Technology Law examining space-based solar power (SBSP) and the issue of property rights in space, and more specifically, in geostationary orbit (GEO), under the current regime of international treaties and policies. Today, as the demand for computing power grows, that question […]
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Commentary
AI’s Energy Problem Was Here Before the War. It Will Stay After.
The conflict in Iran has rekindled a debate that was already building quietly for 24 months in technology circles: energy. Not as a footnote to the artificial intelligence (AI) story, but as a structural constraint at its center. There is an important structural fact about current AI pricing that rarely surfaces in business conversations: the […]
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Data Centers
Google Signs Deal for Demand Response Capacity for Data Centers
Tech giant Google has announced what the company calls “A new milestone for smart, affordable electricity growth.” Here’s the text of a blog post from Michael Terrell, Head of Advanced Energy for the company.
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Trends
The Frog Is Dead: North America’s Power Grid Faces Its Biggest Reckoning in a Generation
For much of the 21st century, the North American power sector drifted along on near-zero demand growth. Utilities retired aging coal plants, developers filled interconnection queues with wind and solar, and investors looked elsewhere for excitement. Then came the data center boom—and seemingly overnight, the industry found itself in a full-blown supply crisis. In a […]
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Commentary
Why Nuclear Power Is Most Viable Option for Data Centers
The first data center to run entirely on self-generated nuclear power will shatter a long-held assumption that computing infrastructure must wait for the grid. A large-scale facility will operate around the clock while controlled fission reactions take place 1,000 feet from its server racks. When that happens, every data center operator still waiting for grid […]
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Data Centers
AI Groups Utilidata, NexGen Cloud Partner to Unlock Stranded Energy
Utilidata, a group specializing in embedded artificial intelligence (AI) for power infrastructure, and NexGen Cloud, a European AI cloud provider, have announced the deployment of the Karman AI power control platform across NexGen Cloud’s data centers. The companies on March 12 said the collaboration is designed to increase available AI compute capacity within existing grid […]
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Data Centers
Babcock & Wilcox Will Deliver 1.2 GW of Gas-Fired Capacity for Applied Digital Data Centers
Energy group Babcock & Wilcox (B&W) said it will proceed on a $2.4-billion design-build agreement with an independent power producer (IPP) to support data center campuses. B&W on March 4 said the deal with Base Electron, an IPP, will supply power for what the groups called artificial intelligence (AI) factory campuses for Dallas, Texas-headquartered Applied Digital.
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Data Centers
Hyperscalers Sign White House Pledge to Fund Data Center Power, Grid Upgrades
Seven of the nation’s largest artificial intelligence (AI) companies and hyperscalers signed a White House-brokered agreement March 4 committing to build, procure, or fund new generation capacity sufficient to cover the electricity demands of their data centers—and to pay for all grid infrastructure upgrades required to connect them, without passing those costs to residential or […]
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Data Centers
EQT, GIP Move to Take AES Private in $33B Bet on Data Center Power Demand
A private equity–led consortium has agreed to take AES Corp. private in a $33.4 billion deal that—if completed—will shift one of the largest U.S.-listed power companies and a major data‑center renewables supplier into private ownership. AES’s board says the move, which comes as load growth and capital needs are rising across the sector, is designed […]
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Data Centers
Google Data Center in Minnesota Would Be Powered by Wind, Energy Storage
Minnesota Power has signed an electric service agreement (ESA) with Google for the energy needed to power a 700-MW data center project in the state. The companies on March 3 said the installation in Hermantown would operate under an existing regulated rate structure.
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Data Centers
Caterpillar, OnePWR Solutions, Vero3 Collaborate to Support Data Centers
Caterpillar Inc, OnePWR Solutions and Vero3 announced a strategic collaboration focused on developing large-scale lower-carbon power generation and permanent carbon storage projects to support mission-critical facilities, including data center infrastructure. The parties on March 2 said they intend to collaborate on the design of a fully integrated solution combining natural gas–based prime power generation, carbon […]
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Gas
Engine Power Plants Surge as Data Centers Drive Unprecedented Demand
Manufacturers respond with gigawatt-scale deployments, fast-start technology, and expanded production capacity. The global appetite for electricity has never been more insatiable, and at the heart of this