DATA CENTER POWER Direct
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Trends
PJM’s First Reformed Queue Cycle Draws 811 Projects, 220 GW
PJM Interconnection’s first interconnection “cycle” under its revamped, clustered review process has attracted 811 new generation projects representing roughly 220 GW of nameplate capacity. The effort now moves to a validation phase, under which the grid operator will confirm that applicants have met baseline technical and financial requirements—including site control and readiness commitments—before advancing qualified […]
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Fusion
Fusion Energy Group Seeks PJM Connection for First Commercial Power Plant
A U.S.-based fusion energy company has become the first such group to apply to join a major power grid operator. Massachusetts-based Commonwealth Fusion Systems (CFS) on April 28 said it has submitted a connection request to PJM Interconnection, the nation’s largest wholesale electricity market, as part of its development plan for a commercial-scale fusion energy power plant.
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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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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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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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O&M
The Critical Role of Coatings in SMR Design
Electricity demand for data centers worldwide is projected to double by 2030. As a result, developers are looking at small modular reactors (SMRs) to add low‑carbon power generation capacity.
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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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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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Finance
Southern Co. Lands Largest Loan in DOE History—$26.5B for Gas, Nuclear, and Grid Projects
The Department of Energy (DOE) has closed a $26.54 billion loan package—the largest single loan commitment in the agency’s history—with Southern Co. subsidiaries Georgia Power and Alabama Power to finance more than 16 GW of “firm” generation and more than 1,300 miles of transmission infrastructure and grid enhancement across the Southeast. The transaction, announced Feb. […]
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Business
SB Energy Tapped for Proposed 9.2‑GW Ohio Gas Power Plant in First Tranche of $550B U.S.–Japan Deal: What We Know
The Trump administration is touting a proposed 9.2‑GW natural gas power complex near Portsmouth, Ohio, as the centerpiece of a new U.S.–Japan trade deal that officials say could steer up to $550 billion of Japanese capital into American energy and industrial projects. According to a Feb. 17 Commerce Department fact sheet and a statement by […]
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Data Centers
Utah ‘Gigasite’ Data Center Contemplates Solar-Storage Baseload Addition
Zeo Energy Corp., a Florida-based residential solar installer that acquired struggling concentrated solar thermal developer Heliogen Inc. six months ago, has signed a non-binding memorandum of understanding (MOU) with Creekstone Energy to study the development of 280 MW of generation for a multi-gigawatt data center campus under construction in Millard County, Utah. Under the Feb. […]
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Nuclear
INL Enlists NVIDIA on ‘PROMETHEUS’ AI Effort to Halve Nuclear Deployment Timelines Under DOE Genesis Mission
Idaho National Laboratory (INL) has teamed up with artificial intelligence (AI) computing giant NVIDIA to advance “PROMETHEUS,” INL’s first-of-its-kind demonstration of an autonomous nuclear reactor driven by AI, to execute a key challenge under the Department of Energy’s (DOE’s) Genesis Mission. The move adds momentum to DOE’s push to apply AI across the full reactor […]
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Research and Development
DOE Details 26 Genesis Mission AI Challenges, Targeting Nuclear Timelines, Grid Planning, and Energy Systems
The Department of Energy (DOE) has released specifications for 26 artificial intelligence (AI) challenges under its Genesis Mission that could reshape how power plants are designed, licensed, built, and operated. Several directly target nuclear plant deployment timelines, grid interconnection bottlenecks, data center load integration, fusion commercialization, and subsurface energy recovery. Launched via executive order on […]
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Interview
The POWER Interview: Helping Power Infrastructure ‘Keep Pace with Modern Ambition’
The challenge of upgrading how power is generated, along with needed improvements in electricity transmission and distribution, is being met in a variety of ways by an array of companies.
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Commentary
Why AI Pilots Stall Without Operating Discipline
Artificial intelligence (AI) has moved quickly from the margins to the mainstream in electric utilities. Control room vendors promote AI-driven insights, asset platforms promise predictive intelligence, and most major utilities are running at least one pilot or proof of concept. More than 80% of North American utilities already report using AI in some form.
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Data Centers
Constellation, CyrusOne Announce Deal for Texas Data Center
Energy provide Constellation said that Calpine LLC, a business unit of Constellation, has signed a new 380-MW agreement with Dallas, Texas-based CyrusOne, a global data center developer and operator, to connect and serve a new data center adjacent to the Freestone Energy Center in Freestone County, Texas.
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data centers
Xcel Energy Inks Dual Alliances with GE Vernova, NextEra to Support 6-GW Data Center Outlook, Generation Expansion
Xcel Energy has moved to lock in supply and development capacity for what could become 6 GW of data center load through separate strategic agreements with GE Vernova and NextEra Energy, announced this week, that reserve five F-class gas turbines, multiple gigawatts of wind capacity, and joint development resources to support generation buildout into the […]
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DATA CENTER POWER Direct—February 4, 2026
POWER Magazine Jobs White Papers Webinars Events Store February 4, 2026 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 […]
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Data Centers
‘Flexibility-as-a-Service’ Gains U.S. Foothold with New Voltus–Octopus Partnership
Virtual power plant operator Voltus and energy firm Octopus Energy will partner to aggregate residential flexibility across four major power markets—PJM, Midcontinent Independent System Operator (MISO), New York, and California—to offer Flexibility-as-a-Service (FaaS) and Bring Your Own Capacity (BYOC) solutions. The effort will “help data centers, utilities, and grid operators manage accelerating AI-driven load growth,” […]
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Trends
Empowering the Grid: How Utilities Can Harness AI Safely and Effectively
When it comes to the latest technologies, utilities aren’t exactly early adopters—with good reason. Silicon Valley’s motto of “move fast and break things” can have disastrous consequences when applied to an industry tasked with keeping the lights on around the clock for millions of Americans.
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Trends
How AI Use Cases from Other Sectors Can Transform Utilities
The AI boom is poised to fuel a rapid—and drastic—surge in electricity demand, placing unprecedented pressure on utilities to modernize their grids, integrate distributed energy resources, and reduce mounting supply chain and customer costs.
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Energy Security
NERC Warns Long-Term Grid Reliability Risks Mounting from Surging Demand, Lagging Resources
The North American electric grid faces intensifying reliability risks over the next decade as demand growth driven by data centers and artificial intelligence threatens to outpace resource additions, according to the 2025 Long-Term Reliability Assessment (LTRA) released Jan. 29 by the North American Electric Reliability Corporation (NERC). The annual 10-year reliability assessment from North America’s Electric Reliability […]