Trends
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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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Trends
Advanced Nuclear Developers Raise New Capital as 2025 Investment Hits Record Levels and Demonstrations Near
Three advanced nuclear developers—Radiant, Last Energy, and ARC Clean Technology—announced the closing of major private funding rounds in mid-December 2025, signaling renewed investor momentum behind microreactors and small modular reactors (SMRs) as the companies move from design and licensing into pilot deployment and early commercialization. The announcements—which span a new $300-million-plus round at Radiant, an […]
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Trends
Caught in the crosswinds
Sponsored by:GridBeyondGlobal Energy Trends 2026 In this edition of Global Energy Trends, we examine how electricity markets are navigating the continued tug-of-war between the three aspects of the energy trilemma (affordability, sustainability and security) and how both innovation and inertia are shaping the sector. The climate signals of 2025 are harsh but clear. Heat, drought, […]
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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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Legal & Regulatory
Looking Back at 2025 to Look Forward for 2026: Navigating Policy Shifts and Market Surges
The past year saw a multitude of factors driving up electricity prices, including rapid growth in electricity demand, supply chain tightness, deployment delays for transmission and production projects, and an uncertain political and permitting climate. We expect all of these trends to continue in 2026. Changing economics have turned the justification for project development in […]
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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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Trends
POWER DIGEST [December 2025]
Framatome has been selected by Electrabel, part of ENGIE Group, to modernize the rod control system of the Tihange 3 nuclear reactor in Belgium.
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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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Trends
Research Group: U.S. Exits Coal by 2040 as Solar, Nuclear, Natural Gas Surge
An energy research group said U.S. power generation capacity will be led by solar power in the short term, natural gas in the mid term, and nuclear power in the long term as coal-fired units continue to be retired.
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Interview
POWER Interview: CyrusOne Expert on How AI Is Reshaping the Data Center–Utility Relationship
CyrusOne’s Jim Roche details how AI-driven workloads, high-density racks, and liquid cooling are transforming the data center–utility relationship. Only a decade ago, few in the power sector could have predicted that the digital economy’s engine—the data center—would become a central concern for utility planners, grid operators, and energy policymakers. For much of its history, data […]
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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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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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Power
Using Data to Drive Power Decisions with Energy Management as a Service (EMaaS™)
Sponsored by:Sunbelt RentalsPower requirements for industrial and utility operations change constantly, creating a mismatch with static power solutions. This whitepaper discusses Energy Management as a Service (EMaaS™) and how it transforms temporary power into actively managed systems. Key topics include: How load analysis, real-time monitoring, and specialized expertise optimize power delivery and performance Applications for infrastructure transitions, […]
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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 […]
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Data Centers
The Evolution of Data Center Cooling: From Water to Emerging Technologies
Data centers are the backbone of the digital age, housing the servers and networking equipment that power everything from cloud computing to streaming services. As these facilities grow in size and complexity, so does the challenge of keeping them cool.
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Data Centers
Oracle Taps VoltaGrid for 2.3-GW Modular Gas Fleet to Power AI Data Centers Across Texas
Texas-based rapid-deployment power specialist VoltaGrid will deploy 2,300 MW of modular, ultra-low-emissions natural gas generation to support Oracle Cloud Infrastructure’s (OCI’s) artificial intelligence (AI) data centers, backed by firm fuel from Energy Transfer’s 140,000-mile pipeline and storage network. Under the collaboration announced Oct. 15, VoltaGrid said its proprietary modular platform—featuring INNIO Jenbacher reciprocating engines and […]
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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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Trends
Why This Summer’s Heat Proved the Case for a Smarter Grid
The summer of 2025 pushed the U.S. electric grid to its limits. A brutal heat dome swept across the East Coast, while a powerful derecho tore through the Midwest, leaving more than 28,000 homes and businesses without power in Iowa alone. Demand surged to record levels. Yet despite the pressure, the grid avoided major blackouts. Smarter, more flexible systems are beginning to deliver results, but the need for faster transformation is undeniable.
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Legal & Regulatory
How Utilities Need to Prepare for a Landscape Driven by Regulatory Shifts
As utility leaders look to manage the ever-growing volatility in the industry, they also need to prepare for a shifting regulatory landscape that could bring unprecedented competition.
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Trends
Buildings Will Devour 50% of New Global Electricity by 2035—Here’s How Smart Design Can Change That
Nations around the world are undergoing a seismic shift, switching from fossil fuels to renewable energy to meet net-zero targets. But one sector is set to dominate new demand—buildings.
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Electrification
Ausgrid’s Bold Plan to Break Grid Monopoly Boundaries with Community Power Network
Ausgrid, the state-owned electricity distributor serving 1.8 million customers across Sydney and beyond, has proposed a “Community Power Network” (CPN) that could upend a century-old regulatory boundary by
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Trends
POWER Digest [October 2025]
Two business conglomerates with interests across Asia announced a partnership to build six geothermal power plants in Indonesia.
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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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Trends
U.S.–UK Nuclear Partnership Spurs Historic Wave of Fuel, SMR, and EPC Deals—Here’s the Rundown
The most significant week in transatlantic nuclear cooperation since the 1950s atomic partnership unfolded Sept. 14–24, 2025, as a coordinated surge of commercial agreements—totaling over $100 billion—spanned advanced reactor deployments, advanced nuclear fuel supply chains, nuclear waste management, maritime nuclear applications, engineering services, and regulatory harmonization. Formalized under the Atlantic Partnership for Advanced Nuclear Energy […]
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Legal & Regulatory
FERC Acts on Four Reliability Standards, Probes AI and Data Center Load Forecasting
The Federal Energy Regulatory Commission (FERC) on Sept. 18 advanced four reliability measures for the U.S. bulk power system (BPS), formalizing frameworks around supply chain risk, cloud computing and virtual infrastructure, cybersecurity, and extreme cold weather preparedness. The commission finalized a new supply chain risk management rule—effective in 60 days—that expands protections against vulnerabilities stemming […]
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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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Commentary
How Innovation in Nuclear Power Projects is Rewriting the Business Energy Playbook
Global energy demand is accelerating, and organizations are increasingly turning to nuclear power to secure stable, long-term electricity supplies. Advances in AI, modular design, and predictive analytics are helping overcome legacy hurdles of cost, complexity, and schedule, while business leaders shift capital toward projects that prioritize resilience as much as efficiency.