President Donald Trump declared a national emergency over the US bulk-power system, directing the Energy Department to restrict foreign-produced grid equipment and impose conditions on equipment alrea…
Nvidia's data center revenue surged 117% year over year to $89 billion in the quarter ended July 26, with total revenue reaching $96.2 billion, and the company forecasts $108 billion for the current q…
PJM Interconnection's latest capacity auction left the grid operator 6.8 GW below its Reliability Requirement for the 2028/29 delivery year, prompting a proposed Reliability Backstop Procurement filed…
Lancium and Nvidia are partnering to deploy Nvidia's AI factory technology across Lancium's portfolio, which includes 4 GW of leased capacity and more than 15 GW of powered land in development. Nvidia…
A new House bill, H.R. 10102, introduced by Rep. Andrea Salinas, D-Ore., would impose a 1-cent-per-kilowatt-hour federal excise tax on electricity used by data centers with more than 1 megawatt of pow…
Galaxy Digital is building a multi-gigawatt data center platform focused on securing reliable power and transmission infrastructure, rather than just headline megawatt figures, according to Austin Sto…
SpaceX plans to power its $16.8 billion Terafab semiconductor campus in Grimes County, Texas, with onsite generation and battery storage rather than electricity from the grid, according to a fully exe…
Texas Gov. Greg Abbott on Monday ordered a statewide audit of data center projects in ERCOT's interconnection queue, directing the Public Utility Commission of Texas and ERCOT to deny connection to an…
PJM Interconnection proposed a framework on July 27 requiring AI data centers and other large electricity users to secure generating capacity or face curtailments during shortages, with the plan slate…
Galaxy Digital has acquired 500 acres in McGregor, Texas, to develop an AI and high-performance computing campus with a 74 MW first phase, representing more than $400 million in planned investment. Th…
Georgia Power recorded a 3,200 MW customer commitment and evaluated an anonymized 3,210 MW project months before OpenAI publicly unveiled its $20 billion, 3.2 GW Project Camellia AI campus, according …
Texas regulators are tightening rules for AI data centers after Gov. Greg Abbott ordered the Public Utility Commission of Texas (PUCT) to make developers pay more of their grid connection costs and pr…
The White House warned PJM Interconnection, the nation's largest grid operator, to overhaul its industry-controlled board and stakeholder process 'before it is too late,' citing failure to implement a…
A lawsuit by Imperial Valley Computer Manufacturing against the Imperial Irrigation District tests whether agricultural water can be redirected to industrial projects under California's Lithium Valley…
Palm Beach County commissioners voted 5-1 to reject Project Tango, a proposed 600 MW AI data center campus, despite staff approval and months of redesigns. Jefferies says the decision exposes local pe…
NASA's Office of Inspector General concluded the agency likely avoided billions of dollars in additional spending by terminating or repurposing four Artemis campaign systems, a finding that parallels …
IBM shares plunged 23% on Tuesday after the company warned second-quarter revenue and earnings would miss Wall Street expectations, citing customers shifting spending to secure supply-constrained infr…
Meta is expanding its Hyperion AI campus in Richland Parish, Louisiana, to 5 GW with more than $50 billion in investment, up from a $27 billion plan announced in 2025. Analysts say the scale transform…
North Carolina repealed the sales tax exemption on electricity for data centers while preserving equipment incentives, a policy shift driven by AI infrastructure's growing power demand. The change, pa…
Meta announced a $9 billion, 1 GW AI campus in Sturgeon County, Alberta, its first Canadian data center, which will employ 3,000 construction workers and 300 permanent staff. The company secured power…