data centers
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Interview
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.
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Data Centers
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.
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News and Notes
POWER Digest [January 2026]
Vattenfall, Industrikraft Advance SMR Program at Ringhals in High-Stakes Deal. Swedish state utility Vattenfall and industrial consortium Industrikraft i Sverige AB signed an agreement, announced on Nov. 10
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Commentary
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 […]
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Data Centers
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 […]
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Data Centers
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) […]
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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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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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Hydrogen
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.
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Research and Development
INL Taps AWS, GE Vernova, Oil Majors for First MARVEL Microreactor Experiments
Idaho National Laboratory (INL) has selected the five commercial teams that will potentially demonstrate advanced applications—including data center integration—at its much-watched Microreactor Application Research Validation and Evaluation (MARVEL) platform, an 85-kWth/20-kWe liquid-metal-cooled test bed currently under construction at the lab. The initial selections, unveiled on Dec. 4, mark the “first potential end users for MARVEL,” […]
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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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Data Centers
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 […]
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Coal
How AI Is Breathing New Life into Aging Coal-Fired Power Assets
For years, some folks have considered coal-fired power plants relics of a bygone era, overshadowed by the rise of natural gas and renewables. Yet, in an unexpected twist, coal is finding its way back into the
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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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Nuclear
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.
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Data Centers
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.
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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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Solar
Meta Signs PPAs with Treaty Oak Clean Energy for Louisiana Solar Projects
Independent power producer Treaty Oak Clean Energy recently announced it finalized long-term power purchase agreements (PPAs) with technology group Meta Platforms for two utility-scale solar projects in Louisiana. Meta officials said the company would advance its clean energy and sustainability commitments by buying the environmental attributes generated by the facilities in Morehouse and Sabine parishes, which together will have 385 MW of generation capacity.
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Data Centers
Power, Proximity, Policy: The Legal Landscape of Siting Data Centers Near Natural Gas Resources
The explosive growth of cloud computing, artificial intelligence, and enterprise data storage has transformed data centers into the critical infrastructure of the digital economy. Yet their extraordinary and continuous electricity demands—often exceeding 100 megawatts per site—have made energy access and reliability the single most consequential factor in determining where these facilities are built. Across the […]
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Commentary
Frugal AI’s Energy Reckoning: Why Efficiency Isn’t Enough
The story of artificial intelligence (AI) is often told in the language of speed and efficiency. Every quarter brings claims of models that run faster and cost less. Yet behind the glossy benchmarks lies a more sobering truth: the appetite for AI is growing so quickly that even the most impressive efficiency gains cannot keep […]
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Data Centers
Power Quality in the AI Era: Solving for Subharmonics
Data center operators are keenly aware that securing access to the grid is job number one on their to-do list. But the extraordinary demand placed on the grid by artificial intelligence (AI) and high-performance computing (HPC) has another concern rapidly ascending the list: power quality. While data centers running traditional workloads have largely solved for […]
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Data Centers
Data Centers Are Turning to Gas Generators for Prime Power to Eliminate Long Lead Times for Grid Connections
Backup generators are gaining a new lease on life in data centers. For decades, they have been a rarely used part of the infrastructure, existing for those moments when other power sources fail. But their profile is shifting due to the chronic shortage of available power across North America. Data center developers have grown impatient […]
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Solar
ENGIE, Meta Expand PPAs with New 600-MW Solar Project
ENGIE North America said it has entered into additional power purchase agreements (PPAs) with technology group Meta that will increase the overall scale of the commercial relationship between the two companies to more than 1.3 GW across four Texas projects.
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Data Centers
INNIO, VoltaGrid Partner on 2.3-GW Data Center Project
Austria-headquartered INNIO Group said the company has received the largest equipment order by power delivery in its history. The company on October 21 said it has a deal with VoltaGrid for a 2.3-GW power infrastructure project featuring 92 of INNIO’s power packs, each with 25 MW of generation capacity.
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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
Google Commits to First U.S. Gas-Fired Power Plant with Integrated CCS for Data Centers
Google has signed a first-of-its-kind corporate offtake agreement to purchase power from a new 400-MW natural gas–fired cogeneration plant outfitted with carbon capture and storage (CCS) in Decatur, Illinois. In an Oct. 23 blog post, Michael Terrell, head of Google’s Advanced Energy division, unveiled the corporate agreement that will allow the hyperscaler to purchase power […]
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Data Centers
Aligned, Calibrant Deploy Battery Storage to Support Data Centers
Aligned Data Centers and Calibrant Energy have announced what the companies call a first-of-its-kind energy solution to address one of the data center industry’s most urgent constraints: access to grid power.
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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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Nuclear
Amazon Unveils ‘Cascade’—Energy Northwest’s Xe-100 SMR Project, Targeting Construction by 2030
Amazon has unveiled detailed plans and renderings for the Cascade Advanced Energy Facility, an initial 320-MW small modular reactor (SMR) complex that will serve as the first major project in its broader 5-GW nuclear partnership with advanced reactor developer X-energy, announced last year. The project will be owned, built, and operated by Energy Northwest just […]
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News
PG&E Will Upgrade Infrastructure as Part of 5-Year, $73-Billion Investment Plan
California utility PG&E announced a $73-billion capital expenditure plan covering the next five years, with investments targeting infrastructure upgrades to support growing demand for electricity in its territory, particularly from data centers.