data centers

Rowan Digital Infrastructure, a developer of sustainable hyperscale data center campuses in the U.S., announced corporate-level financings that add more than $1.5 billion in new capital capacity. The company on November 12 unveiled a $600-million upsize of its holding company term loan led by Apterra Infrastructure Capital, together with a new $590-million revolving credit facility […]

It’s now well understood that load growth on the grid is exponential and driven primarily by data centers. A range of generation types are racing to meet this demand. Renewable developers are well-positioned here, finding opportunity built into their existing projects or development pipelines. Land and interconnection positions secured years ago for one purpose are […]

For decades, electric utilities have planned around a relatively predictable relationship between population growth, economic activity, weather and electricity consumption. Demand increased gradually, infrastructure investments followed long-term forecasts and utilities generally had time to prepare for changes in where and how electricity was consumed. That planning model is being tested. The U.S. Energy Information Administration […]

Public affairs strategists John Ashford and Jared Dubnow examine the political backlash against data centers, the implications for power-sector investment and regulation, and the potential for public opposition to spread to emerging generation technologies. Data centers have rapidly become a contentious election issue, as concerns over electricity affordability, infrastructure costs, and local development reshape political […]

The data center buildout underway across North America is charging ahead at full speed and may even surpass original forecasts. Facility owners are no longer planning incremental expansions. The demand for data, driven by the rapid adoption and maturation of artificial intelligence (AI), now has them planning in gigawatts. Demand has increased; expectations have changed, […]

Four years after separating from Constellation Energy, Exelon is expanding its transmission business and pressing for a greater role in power generation. Executive Vice President Carim Khouzami explains why rising data center demand, tightening capacity reserves, and shortcomings in PJM’s wholesale markets are changing the utility company’s strategy. When Exelon completed its separation from Constellation […]

Emerald Horizon plans to sell a hybrid battery and molten-salt storage system now and add an accelerator-driven thorium generator later. The generator remains at an early stage of development. Austria decided against nuclear power in the late 1970s and has not revisited the question since, according to Mario Müller, vice president of research and development […]

American Electric Power (AEP) and X-energy have agreed to evaluate a 960-MW small modular reactor (SMR) project in Indiana, backed by Amazon development funding and a proposed long-term power purchase agreement designed to protect existing utility customers from project costs. The 12-reactor project would be the second deployment under Amazon and X-energy’s collaboration to develop […]

Proposed reliability standards that would require qualifying data centers, artificial intelligence facilities, and cryptocurrency operations to provide grid data, coordinate protection settings, and respond to grid operators’ instructions have passed their final stakeholder ballot, the North American Electric Reliability Corporation (NERC) announced Oct. 15. The standards and associated implementation plans will next go before NERC’s […]

Wisconsin-based We Energies has announced a plan to build a new natural gas-fired power plant at the site of an existing gas-fired facility in the state. The utility earlier this month filed an engineering plan with state regulators for construction of a 750-MW station at the Fox Energy Center, in Wrightstown in the Fox Valley […]

This year’s Data Center POWER eXchange (DPX), whose programming POWER’s editors curated, was structured to look beyond the scale of opportunity presented by large-load forecasts and delve into the questions they raise. A key focus: What will it take to deliver power infrastructure and data centers on timelines, terms, and operating conditions that both industries […]

Hyperscaler Google and Constellation Energy, the largest nuclear operator in the U.S., have signed a 20-year power purchase agreement (PPA) designed to support $4.3 billion of upgrades at 11 nuclear units across the PJM Interconnection, which is slated to add 890 MW of generating capacity from Constellation’s existing reactors by the end of 2032. The […]

U.S. grid planners are preparing for annual electricity demand growth of about 0.9% to 1.6% through 2050, with data centers emerging as a major driver, and EPRI—the Electric Power Research Institute—suggesting they could account for as much as 17% of U.S. electricity demand by 2030. For the wind, solar, and energy storage industry, this represents […]

Electric utility Georgia Power and tech giant Google said the companies have an agreement under which Google will support power uprates at two of the utility’s nuclear power plants.

Data centers are connecting to the transmission system faster than the reliability rules were built to handle and behaving nothing like the passive load those rules assumed. Here’s what the North American Electric Reliability Corp.’s (NERC’s) Large Loads Action Plan, a new class of registered entity, and a hard 2026 deadline mean for anyone planning, […]

North Carolina State University, the New York Power Authority (NYPA), and EPRI have demonstrated a megawatt-class solid-state transformer (SST) on a live 13.2-kV utility distribution feeder, marking what the partners describe as the first independent validation of a megawatt-class SST under real-world distribution conditions. The NC State-built prototype was connected at EPRI’s power delivery laboratory […]

As data center developers confront tighter power supplies, longer interconnection timelines, and growing scrutiny over who should pay for the grid infrastructure required to serve large loads, those pressures are beginning to reshape another part of the development equation: talent. As states and utilities reconsider how the costs of serving large data center loads should […]

A widening gas turbine supply crunch has prompted Ansaldo Energia to explore a new path back into the U.S. generation market after more than 30 years. The Italian manufacturer will supply California-based

Australia Moves to Make Data Centers Bring Power. The Australian Energy Market Commission (AEMC) has urged energy ministers to require large data centers connecting to the National Electricity Market to bring

The most consequential number in current American energy planning is one that nobody in the room where it gets made believes.

Rising power costs and load increases have elevated energy monitoring and analysis on plant agendas, but consumption only becomes controllable once it is reliably measured per unit produced and modeled

A recent flurry of state and federal action points to a marked pivot from treating data center growth as a grid-planning challenge to requiring large-load customers to show who pays for grid upgrades, what capacity supports the load, and how projects will operate during system stress. Morgan Lewis partner Arjun P. Ramadevanahalli spoke with POWER […]

For decades, most large electricity users in the U.S. relied on the grid for the vast majority of their power needs. As long as the grid could deliver reliable, affordable power, there was little reason to think differently. Now, electricity demand is rising faster than new generation, transmission and distribution infrastructure can often be planned, […]

As artificial intelligence (AI)–driven data center demand strains grid infrastructure across the U.S. and beyond, operators are facing rising scrutiny from utilities, regulators, and the communities where they build. Caspar Herzberg, CEO of industrial software company AVEVA, argues that the industry’s response can’t stop at sustainability commitments—it requires operational transparency and measurable performance data that […]

Mesa Power Solutions has opened a new $70 million manufacturing and administrative campus in Evansville, Wyoming, consolidating 300 employees and expanding the company’s capacity to produce natural gas power generation equipment for utilities, data centers, and other commercial and industrial customers. The 220,000-square-foot facility at One Mesa Way (Figure 1) will serve as a hub […]

Blue Energy and GE Vernova Hitachi Nuclear Energy (GVH) have signed an agreement to launch the next phase of their collaboration on a planned 2.5-GW gas-plus-nuclear power project in Victoria, Texas, moving the closely watched data-center power concept from an announced collaboration to engineering, licensing, and safety analysis. The Aug. 13-announced agreement will advance project definition for […]

Texas Gov. Greg Abbott’s Aug. 3 order pausing all new data center connections to the Electric Reliability Council of Texas (ERCOT) grid until a comprehensive audit is complete could delay 49.8 GW of new data center electricity demand from advancing on the ERCOT system—nearly 20% of the U.S. development pipeline—BloombergNEF (BNEF) said in an Aug. 5 […]

As artificial intelligence (AI) adoption accelerates, the gap between electricity demand and grid capacity is widening rapidly. While this trend is often framed as a power generation and transmission challenge, it is equally a procurement challenge. The materials, equipment, and skilled labor required to build both data centers and grid infrastructure are in increasingly tight […]

Ruggedly engineered and manufactured switchgear provides safe, redundant power while also delivering the resilience and continuous operation expected in large-scale data center environments. As demand for cloud services, large-scale data processing, and artificial intelligence continues to grow, hyperscale data centers have expanded dramatically in size. It is now typical for a single campus to encompass […]

NRG Energy on Aug. 4 unveiled its first Bring Your Own Power (BYOP) project, a 1.2-GW combined-cycle plant in Texas supported by a 15-year contract with an investment-grade “leading global cloud and artificial-intelligence hyperscaler.” The $3.2 billion facility, backed by a customer parent guarantee, is targeted for commercial operation in late 2029 and could be […]