data centers

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.

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 […]

Among the companies working on advanced geothermal tech is Rodatherm Energy Corp., a privately held company with a primary focus on the Great Basin region in the Western U.S. The Utah-based company, which also has operations in Calgary, Alberta in Canada, is known for its pioneering Advanced Geothermal System (AGS).

For the U.S., keeping up with AI’s insatiable appetite is the biggest systemic risk of the next decade. America needs a massive expansion of power plants, transmission lines, and advanced hardware, while using AI itself to drive grid progress and optimize power distribution.

Energy-generation permitting in the Mid-Atlantic continues to evolve in 2026 not through wholesale deregulation or uniform acceleration, but through procedural and permitting reform and the potential allocation of generation development authority to public utilities. States are enacting these changes to meet the reality of reliability concerns, transmission constraints, large load-growth, and to address frequent obstruction of energy projects by local government.

PJM Interconnection has trimmed its near-term peak-demand projections in its updated 20-year load forecast, citing tighter vetting of large-load adjustment requests and revised electric-vehicle (EV) and economic assumptions. The grid operator, however, reaffirmed expectations for significant long-term growth driven by data centers and broader electrification. In its 2026 Long-Term Load Forecast, issued on Jan. 14, PJM […]

A startup specializing in carbon-negative artificial intelligence (AI) infrastructure powered by renewable energy systems has acquired the idled Buena Vista Biomass Power facility in Ione, California, and plans to convert the legacy wood-burning plant into a 41-MW “carbon-negative AI factory.” The redevelopment announced on Jan. 14, which New York-based NewYork GreenCloud (NYGC) is executing with […]

A Massachusetts-based energy group that owns and operates energy storage and hybrid power generation assets said it has acquired the largest standalone battery storage project in the PJM Interconnection.

A data center development company led by former executives with Amazon Web Services (AWS) has joined with a leading investment group to launch a platform for hyperscale data centers in North America.

As artificial intelligence (AI) models and workloads continue to scale in size and sophistication, their hunger for processing power—and the energy that fuels it—is accelerating faster than any previous wave of digital innovation.

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.

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.

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

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 […]

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 […]

[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) […]

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.

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.

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.

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,” […]

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 […]

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 […]

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

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 […]

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.

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.

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 […]

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.

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 […]

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 […]