power demand

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.

U.S. power infrastructure—the intricate physical fabric that laces together generation, transmission, and distribution—is under intensifying strain. Outdated and overextended, it must now absorb relentless growth from electrification and data centers or risk escalating reliability threats, surging costs, and a weakened global competitive edge. POWER examines the dysfunction and what it will actually take to future-proof […]

A startup company led by former executives with major technology and energy groups is betting on the use of natural gas and battery energy storage to provide data centers with on-site power, freeing those sites from reliance on the traditional power grid.

While many utilities are hardening power grid infrastructure by upgrading poles and wires—a necessary step—brute force solutions alone won’t be enough. To truly future-proof the grid, resilience must be rooted in intelligence via systems that anticipate, adapt, and respond dynamically.

The U.S. power sector stands at a juncture, facing a confluence of factors that are poised to trigger an era of unprecedented growth and necessitate a large influx of capital. Driven by the increasing demand from data centers, the reshoring of manufacturing, and electrification across transportation, heating, and industry, the demand for electricity is rising at a pace unseen in recent decades.

Today’s data centers, the workhorses of our digital economy, face a paradox. While they are asked to fuel the rapid advancement of generative AI, they must do so under increasingly tight energy budgets, with sustainability mandates and power constraints threatening to slow innovation. The question isn’t whether AI will transform industries—it already is—but whether our infrastructure can keep up without buckling under the weight of AI’s energy appetite.

Seven major U.S. grid operators have raised a unified alarm about an impending capacity crunch, warning that the pace and scale of explosive demand—including from data centers, manufacturing, and electrification—pose a precarious misalignment with accelerating generator retirements and transmission constraints. At a March 25 hearing before the House Energy and Commerce Subcommittee on Energy, the […]

Maryland lawmakers have introduced a bill in the state legislature that sponsors say would provide an easier path to build new power plants, including natural gas-fired facilities, and lower utility bills for ratepayers as part of the process.

Imagine unlocking 30% more power from our existing grid overnight. That’s the potential we’re ignoring, and it’s costing us billions. The demand for energy is rising, and utilities are struggling to serve this growth. In the U.S., congestion costs have increased from $8 billion in 2021 to more than $11 billion in 2023 despite record […]

PPL subsidiaries Louisville Gas and Electric Company (LG&E) and Kentucky Utilities Company (KU) have proposed to upgrade environmental controls at a 1974-built coal unit, build two new gas-fired power plants at a combined cost of $2.8 billion, and add 400 MW of battery storage. The measures seek to significantly boost the companies’ capacity to ready […]

Data center power demand is accelerating, pushing the grid to its limits and prompting tech giants to bet on next-generation nuclear reactors. But given steep costs, regulatory hurdles, and uncertain

As we stand on the brink of an all-electric future in North America, we find ourselves amidst a monumental shift—from a reliance on oil, coal, and gas to a world powered by electricity. This transformation

Vantage Data Centers, a prominent developer and operator of data center campuses, is teaming with VoltaGrid, an innovative microgrid power generator, to deploy more than 1 GW of power capacity across Vantage’s expanding North American data center portfolio. The strategic partnership, unveiled on Feb. 11, will set a “new benchmark for speed, reliability and energy […]

The rapid rise of data centers has put many power industry demand forecasters on edge. Some predict the power-hungry nature of the facilities will quickly create problems for utilities and the grid. ICIS, a data analytics provider, calculates that in 2024, demand from data centers in Europe accounted for 96 TWh, or 3.1% of total […]

The energy grid is confronting unprecedented challenges, including surging demand, aging infrastructure, and the increasing frequency of extreme weather events. A deep freeze across the East Coast recently generated an all-time winter high demand on the PJM grid, while Texas and Florida dealt with a rare snowstorm. Demand response has emerged as a proven and […]

The debate over just how much power will be needed to support the artificial intelligence (AI) industry became heated when a Chinese company said it has a low-cost AI model that could upend the sector’s energy needs. DeepSeek created a global stir after releasing information that said the company’s DeepSeek-V3 required less than $6 million […]

Facing a projected surge in power demand across the country, NextEra Energy is taking steps to potentially restart its shuttered 615-MW Duane Arnold nuclear plant in Iowa as early as 2028, while also signing a new partnership with GE Vernova to develop natural gas generation projects that could be paired with renewable energy and storage. […]

Is it possible that the digital infrastructure and energy/power industries are overestimating the need for data centers, and for development of new energy facilities to be used to power them? The growth of generative artificial intelligence (Gen AI) is expected to account for 3.5% of global electricity consumption by 2030, according to Gartner, a consultancy. […]

After several years of relatively steady demand, U.S. electricity demand is now surging, driven by various factors, including commercial sector growth, the urgent development or expansion of data centers, and the adoption of new power-hungry artificial intelligence (AI) technologies. As the U.S. Energy Information Administration recently announced, the country’s power consumption will reach record highs […]

Technology companies are looking at various ways to source electricity for energy-intensive data centers. Google on Dec. 10 unveiled a plan to join with several partners in supporting power generation, as part of what could be a $20 billion investment to develop industrial parks that would have renewable energy and energy storage built alongside those […]

The energy landscape in the U.S. is undergoing a seismic shift, owing in part to the exponential growth of generative artificial intelligence (AI) applications and data centers, according to McKinsey & Company. This rise in energy demand is further exacerbated by the country’s increasing seasonal cooling and heating needs due to extreme weather. To offset […]

American Electric Power (AEP) subsidiary AEP Ohio filed a settlement agreement with the Public Utilities Commission of Ohio (PUCO) and key stakeholders on Oct. 23 to address the costs of power infrastructure improvements required for Ohio’s rapidly expanding data center industry. The agreement, which is subject to review and approval by PUCO, sets a precedent […]

Rapid growth in the U.S. data center market is ushering in a new era of power demand and testing the ability of electric utilities to keep pace with this surging growth. Data center energy use has doubled over the past three years and is expected to continue climbing as more hyperscale data centers leveraging power-hungry […]

The future of energy may depend on technology with roots in the video game industry, by a company founded more than 30 years ago that wanted to use accelerated computing to improve the look and feel of the gaming experience. Jensen Huang, NVIDIA’s CEO and president since co-founding the Santa Clara, California-based company in 1993, […]

Incremental unplanned generation outages triggered during Winter Storm Elliott spiked to 90.5 GW—significantly more than the 61.8 GW during Winter Storm Uri in 2021—representing 13% of the U.S. portion of anticipated resources in the Eastern Interconnection. That finding, one of many disturbing details unveiled by the Federal Energy Regulatory Commission (FERC) and North American Electric […]

Washington, D.C. – A new report , “Operation of the U.S. Power Generation Fleet During Winter Storm Elliott,” analyzes the performance of traditional power sources and renewable energy during the December 2022 storm that brought record-setting low temperatures and high electricity demand to most of the country. Coal, natural gas, and fuel oil provided 94 […]

Only about 1% of the 250 million cars, SUVs, and light-duty trucks on American roads are electric vehicles (EVs). But that’s about to change. While it’s difficult to estimate future sales, an analysis by IHS Markit projects that up to 30% of new car sales could be electric by 2030, rising to up to 45% […]

Vermont doesn’t get a lot of attention outside of Bernie Sanders, but the state’s power system is worth taking a look at as it has undergone a notable shift toward renewable energy. About 80% of

Demand for electricity from the residential sector rose during the first several months of the global coronavirus pandemic, as workers stayed home and students studied remotely. Researchers, using data from the U.S. Energy Information Administration (EIA), said the second quarter of 2020 saw a 10% rise in residential electricity usage compared to the same months […]