Trends

  • 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.

  • 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 […]

  • Caught in the crosswinds

    Sponsored by:
    GridBeyond

    Global 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, […]

  • 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.

  • 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 […]

  • 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 […]

  • 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.

  • 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 […]

  • 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.

  • 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 […]

  • Boost Profits & Reliability by Migrating and Integrating Critical Process Data

    Sponsored by:
    dataPARC

    Process 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 […]

  • 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 […]

  • Using Data to Drive Power Decisions with Energy Management as a Service (EMaaS™)

    Sponsored by:
    Sunbelt Rentals

    Power 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, […]

  • 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 […]

  • 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.

  • 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 […]

  • 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.”

  • 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 […]

  • 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.

  • 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.

  • 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.

  • 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

  • POWER Digest [October 2025]

    Two business conglomerates with interests across Asia announced a partnership to build six geothermal power plants in Indonesia.

  • 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, […]

  • 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 […]

  • 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 […]

  • 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, […]

  • 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.