The Department of Energy's draft 2026 National Transmission Needs Study concludes that AI data centers are now the dominant driver of U.S. electricity demand growth, reshaping grid expansion plans. Th…
Data centers are expected to consume one-fifth of U.S. electricity by 2035, quadrupling current usage, according to a BloombergNEF report. The surge in AI compute will drive data center capacity to ne…
Grid interconnection delays, not electricity shortages, are slowing AI data center construction, with projects like Stargate in Abilene, Texas, facing multi-year waits for utility studies and transmis…
AI investment is on pace to top a trillion dollars a year, diverting capital, industrial real estate, electricity, and labor from housing, manufacturing, and other sectors, according to a New York Tim…
UN Secretary-General António Guterres launched the AI Environmental Transparency Initiative on June 23, demanding that AI companies publicly disclose the full environmental footprint of their data cen…
Nvidia and its partners plan to build a fleet of 25 small data centers next to utility substations across five U.S. utilities later this year, shifting computing loads between sites based on power ava…