power demand

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 […]

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 […]

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.

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.

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 […]

The global energy landscape is undergoing a profound transformation. Increasing demand for power driven by the proliferation of data centers, the rapid adoption of electric vehicles (EVs), expansive manufacturing, and widespread industrial electrification has brought the need for new, sustainable power sources into sharp focus. This burgeoning load growth necessitates the urgent deployment of renewable […]

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.

Why megawatts, siting, firm generation, and power-aware design are becoming the real inner loop of the artificial intelligence (AI) race. “We are knocking on the door of these incredible capabilities. The ability to build basically machines out of sand.” Dario Amodei, CEO of Anthropic, used that phrase at Davos this January to describe how silicon […]

A power paradox is emerging in the hyperscale era: while computing demand is accelerating, power availability is increasingly becoming the constraint that determines where data centers are built, how quickly they can be energized, and how large they can become. In this age of hyperscale data centers, campuses using 300–600 MW of electrical capacity, equivalent […]

On April 7, the Maine House voted 82–62 to advance Legislative Document (LD) 307, a bill sponsored by Rep. Melanie Sachs, D-Freeport, that would impose a moratorium on artificial intelligence (AI) data

The race to bring new power online has intensified with data centers and other large loads pushing electricity demand to levels never seen before. Utilities are signing power purchase agreements, independent power producers (IPPs) are scrambling to interconnect new generation, and distributed power providers are stepping in where the grid cannot move fast enough. Amid the fight for electrons, a source of clean, reliable electricity is being systematically overlooked.

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 […]

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.

With federal tax credits under threat and regulatory stability in short supply, Bala Nagarajan, managing director of the energy investments team at S2G Investments, explained what he looks for in a company. “Is the product or the solution sold by this business cheaper, faster, better than the incumbent solution?” he asked. If so, it’s worth […]

With electricity demand projected to rise 25% by 2030 and 78% by 2050 from 2023 levels, utilities are facing a perfect storm—aging infrastructure, climate-driven disruptions, and escalating expectations for reliability and resilience. Meeting this moment will require more than incremental improvement; it demands entirely new sources of capacity, and a fundamental rethink of how the […]

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 […]

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.

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 […]

The electricity sector faces a timing problem that’s becoming impossible to ignore. Data centers, artificial intelligence (AI) deployment, industrial reshoring, and broader electrification are driving load growth at rates not seen in decades—and much of that new demand wants carbon-free, firm power. Nuclear checks those boxes. But can the industry deliver capacity fast enough? POWER […]

Analysts still see multi-year deficits in U.S. transformer supply, even as equipment manufacturers invest billions in new factories and advanced manufacturing processes. But some brokers suggest there is no

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.

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 […]

This week, the energy world convenes in New York for the United Nations Climate Week. The gathering will encompass the most vital sectors of the U.S. economy at present—technology firms and utilities will be well-represented, along with a host of consultants, suppliers, experts, and academics, who consistently attend these events. UN Climate Week mirrors another […]

With billions of dollars pouring into the sector from power players like Google and Amazon, the data center industry is having a moment. But this surge in investment and interest has also brought up serious questions—particularly around how we are going to power these massive computing engines. According to the U.S. Department of Energy, data […]

Biogas doesn’t just offer a backup plan for tech companies seeking more power; it provides a blueprint for sustainability. By transforming landfill, agricultural, and wastewater emissions into usable power, biogas solves two problems at once: it reduces fugitive methane emissions, a potent greenhouse gas (GHG), and generates renewable electricity. This is energy that’s good for […]

The explosive growth of hyperscale data centers is reshaping the power sector at unprecedented speed. In just a few short years, load requests from data center operators have gone from occasional filings to a full-on wave of gigawatt-scale development across North America. While much attention has been paid to the trend of co-locating data centers […]

The U.S. is bracing for a reality where artificial intelligence and data centers overwhelm the power grid, and rightfully so, as America seeks to lead the global AI race. But this push is coming at the same time that the federal government is reshuffling fiscal priorities and prioritizing energy independence. While that dynamic may seem like a challenging juxtaposition, one thing is clear: regardless of political affiliation or preferred priority, if the U.S. wants to lead the world in AI, it must power it first.

As artificial intelligence (AI) usage and sophistication grows, questions about the sustainability of the traditional model of utilizing huge, centralized data centers are frequently raised. Hyperscale data centers handle most AI workloads today, but they come with high energy demands and environmental costs.