data centers
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Commentary
The New Large-Load Compact
Why AI Data Centers Can No Longer Be Treated as Passive Customers For decades, even very large electric customers fit inside a familiar planning model. A factory, refinery, industrial campus, hospital complex, hospital system, or manufacturing facility requested service. The utility studied the load, identified required facilities, assigned costs, and folded the demand into its […]
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Interview
The POWER Interview: Mainspring Looks to Make Linear Generators Mainstream
Tom Linebarger, the new CEO at Mainspring Energy who spent 30 years at Cummins, where he also served as CEO, provides POWER with insight about Mainspring and why the time is right for adoption of Mainspring’s linear generator technology.
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T&D
DOE Closes $3.26 Billion Transmission Loan to AEP Texas
The U.S. Department of Energy has closed a loan of up to $3.26 billion to AEP Texas to finance a portfolio of nearly 100 transmission projects, the agency’s Office of Energy Dominance Financing (EDF) said on July 8. The financing will fund the rebuilding, reconductoring, and new construction of roughly 2,800 miles of transmission lines across […]
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Solar
Space Solar Power Is Coming Home to the Energy Industry
Join energy leaders in the Space Solar Power Symposium at Experience POWER 2026 in Washington, D.C. A few weeks ago, while opening a panel on Space Solar Power (SSP) at SF Climate Week 2026 co-hosted by the Space Frontier Foundation and the Young Professionals in Energy, Bay Area, I asked the audience a simple question: […]
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Fuel Cells
Brookfield, Bloom Energy Expand AI Infrastructure Partnership to $25 Billion
Fuel cell systems developer Bloom Energy and investment firm Brookfield said the companies are expanding their partnership agreement and increasing their project financing to $25 billion. The companies initially announced a $5-billion partnership deal in October of last year.
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advanced nuclear
Aalo Atomics’ Test Reactor Reaches Criticality at INL, Fourth DOE-Authorized Advanced Reactor by July 4
Aalo Atomics’ Aalo-X Critical Test Reactor (CTR)—dubbed “Project First Light”—has reached criticality at Idaho National Laboratory (INL), marking the fourth Department of Energy (DOE)–authorized advanced reactor startup under the federal push to accelerate reactor testing and demonstration. The U.S. Department of Energy (DOE) said July 6 that Aalo’s test reactor, which DOE referred to as […]
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Legal & Regulatory
Why a Calmer Summer Outlook Hasn’t Settled the Capacity Question
A milder reliability assessment, 58 GW of new resources, and softening load forecasts have eased the near-term mood. Analysts and executives warn the breathing room is borrowed time. For the first time in
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Data Centers
A Republican and a Democrat Walk Into EEI—and Agree on Data Centers
Brian Kemp is a Republican. Katie Hobbs is a Democrat. The governor of Georgia campaigns on tax cuts and a growth agenda; the governor of Arizona calls herself a social worker who came to the job from a
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Data Centers
Blue Energy, GE Vernova Advance ‘Gas Bridge’ Model to Unlock Nuclear Finance
At a recent energy conference, power sector stakeholders agreed the looming fleet of hyperscale data centers will require vast amounts of clean, firm capacity. But while nuclear looks like the most plausible
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News and Notes
POWER Digest [July 2026]
X-energy Advances 6-GW Nuclear Partnership With UK’s Centrica. Advanced nuclear reactor developer X-energy on June 2 said it submitted an application for the UK’s Generic Design Assessment (GDA)—the
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Data Centers
Energizing AI: How Modular Substations Alleviate Data Center Power Bottlenecks
Data center developers have mastered server density and cooling, but power interconnection remains stubbornly slow. Modular substations built in factories rather than fields are emerging as the most practical
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Commentary
The Grid, Not Just Generation, Has Become the Central Climate Story
For much of the past decade, the climate and energy debate has been fixated on how electricity is generated: which technologies are cheapest on paper, how renewables can scale fastest, which breakthrough is
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Commentary
AI, Data Centers, and the New Politics of Power Demand
Artificial intelligence (AI) has overturned the long-stable trajectory of U.S. electricity demand. After decades of flat growth, planners and regulators now face a surge driven by hyperscale data
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Power
FERC Orders All Six Regional Grid Operators to Justify or Rewrite Large-Load Tariffs
The Federal Energy Regulatory Commission (FERC) has voted unanimously to issue tailored show-cause orders under Section 206 of the Federal Power Act to each of the six regional transmission organizations (RTOs) and independent system operators (ISOs) under its jurisdiction, directing them to either defend or reform tariff rules governing how data centers, manufacturing facilities, and […]
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Commentary
America’s Grid Capacity Problem Has a Building Problem
The electricity conversation in America has become increasingly focused on one question: How do we meet rising demand? The surge in artificial intelligence, data centers, electrification, and domestic manufacturing is placing unprecedented pressure on the grid. The industry’s response has largely centered on adding supply, such as building more generation, expanding transmission, and accelerating new […]
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Energy Storage
Elevate, ArcLight Bring Energy Storage Facility Online in Virginia
Elevate Infrastructure and ArcLight Capital Partners on June 11 announced the companies have begun operating the 150-MW/600-MWh Prospect Power battery energy storage project in Rockingham County, Virginia.
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Partner Content
Backup Power’s Shift From Insurance Policy to Grid Asset
Sponsored by:
For ages, diesel generators have sat behind hospitals and on campuses waiting to do one job: provide power for a few hours each year when the lights inexplicably go out. Today, the narrative is changing—and fast. When U.S. Secretary of Energy Chris Wright wrote to the nation’s grid operators on Jan. 22, 2026, asking them […]
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Data Centers
Google Launches 1-GW-Plus Co-Located Data Center and Generation Complex in Texas Panhandle
Google and Intersect, a clean energy developer Google acquired in March 2026, have launched construction on the Meitner Energy Center, a co-located data center and generation complex in the Texas Panhandle that will integrate more than 1 GW of wind, solar, and battery storage with on-site gas-fired generation for reliability firming. The project is located […]
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Data Centers
Power at Any Cost? The Insurance Reality of Data Center Energy Strategies
In order to appreciate just how quickly risk solutions for data centers have evolved, consider the fact that three years ago, it was nearly impossible to appropriately insure a $20-billion campus. By 2026, it’s become a weekly conversation.
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Data Centers
AI Workloads Compressing Data Center Failure Timelines
NERC’s recent Level 3 alert flagged something that should concern every data center operator: Artificial intelligence (AI) facilities are causing sudden 1,000+ MW load swings in single events.
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Business
DigitalBridge Acquiring ArcLight in $1-Billion Power Infrastructure Deal
DigitalBridge Group said it has a definitive agreement to acquire ArcLight Capital Partners as part of a $1.05-billion deal.
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Legal & Regulatory
Google Pledges Power, Ratepayer Protections in $15B Missouri Data Center Expansion
Google will invest $15 billion in Missouri infrastructure, including a new data center in New Florence, Montgomery County, in a project that pairs its expanding data center footprint with new generation commitments, a large-load cost-allocation framework, and Ameren Missouri rate structures designed to protect existing customers from infrastructure costs tied to large energy users. “When […]
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Business
Energy Experts Discuss Implications, and Intrigue, of NextEra/Dominion Deal
NextEra’s purchase of Dominion Energy, if approved, would have an impact on many areas of the electricity sector. Some analysts told POWER they’re concerned about how it would affect customers’ power bills. Others wonder whether the $67-billion deal s part of a trend that will lead to more mergers and acquisitions in the power space.
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Data Centers
From Backup to Prime Power: How AI Data Centers Are Bypassing the Grid
Data centers have traditionally depended on uninterruptible power supply (UPS) systems and backup generators to keep them online during a power cut, grid event, or natural disaster. But the critical nature of modern artificial intelligence (AI) workloads is such that there is no tolerance of downtime. Further measures must be in place to ensure energy […]
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Business
NextEra Will Buy Dominion Energy in Largest-Ever Electric Utility Deal
Florida-headquartered NextEra Energy, one of the largest U.S. power utilities, is set to buy Virginia-based Dominion Energy in an all-stock deal valued at about $67 billion.
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Commentary
Phantom Data Centers Didn’t Break the Power Grid—They Proved It Was Already Broken
The requests flooding interconnection queues come from data center developers, private equity funds, land brokers, and shell companies, many of whom lack site control, a construction timeline, or even a signed customer. They secure a queue position, bet that powered land will attract a buyer, and wait. The industry calls them “phantom data centers,” and the grid isn’t prepared to handle them.
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Gas
Record Power Burn Expected This Summer as Coal Retirements and Data Centers Drive Gas Demand
U.S. natural gas supply is expected to reach a record 117 billion cubic feet per day (Bcf/d) this summer, including 111.7 Bcf/d of dry gas production, but growing demand from liquefied natural gas (LNG) exports, data center load, industrial activity, and power generation is absorbing much of that growth, leaving less gas available for storage […]
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Commentary
Managing AI’s Footprint in a Carbon-Constrained World
Behind even the smallest convenience powered by AI is a massive surge of computing power for training models and inference. All that computing power requires energy.
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Commentary
Aligning Data Center Growth with Community Acceptance in a Constrained Grid
Grid capacity and the interconnection queue aren’t the only constraints on U.S. data center growth. Community acceptance is becoming the toughest bottleneck to break through, and a hot political topic with the approach of the midterm elections.
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Commentary
A Roadmap for Breaking Through the Power Demand Bottleneck in Data Center Construction
With many hyperscale data centers requiring hundreds of megawatts of reliable, uninterrupted power, contractors often find themselves stuck between a rock and a hard place.