Data Center Energy

GE Vernova is adding HVDC capacity as grids scramble to serve data centers

GE Vernova’s UK transmission work and new HVDC JV land amid a project crunch where equipment lead times, not design, set power-plant schedules.

Extreme-heat grid performance is separating solar-and-storage regions from capacity-constrained markets as data center load accelerates

Heat-driven peaks in PJM, SPP and ERCOT are turning price spikes, demand-response headroom and solar-plus-battery penetration into immediate procurement questio

Extreme heat is turning solar, batteries and load flexibility into the new capacity test for data center growth

Record summer peaks in PJM, SPP and Texas are exposing where data center load fits, and where it doesn’t, in today’s resource mix.

ADNOC Gas commits more than $8 billion to expansion as Permian Basin landowners chase data-center demand

Two major energy stories are reshaping supply chains: ADNOC Gas's $8B+ expansion and Permian Basin landowners courting data-center developers to escape NIMBY opposition elsewhere.

AI data center demand is forcing a rethink of every power asset on the US grid

Soaring electricity demand from AI data centers is reviving shuttered plants and spawning record-scale solar projects, but grid buildout costs keep climbing.

Transmission congestion cost the US grid $12B in 2024, and Texas's data center freeze is making the bottleneck worse

DOE's draft National Transmission Needs Study puts a $12B price tag on grid congestion while Texas halts data center interconnections amid a 474-GW queue.

The NextEra-Dominion mega-merger and a natural gas overbuild risk are reshaping how utilities plan for data center demand

NextEra and Dominion's merger would immediately create the world's largest regulated utility upon its targeted 2027 close, even as analysts warn gas overbuilds may strand costs on ratepayers.

Data center energy demand is forcing a redesign of power grids, and emerging markets like Andhra Pradesh are already building the institutions to manage it

Global data center spending could hit $7 trillion by 2030. Here's how grid operators and state utilities are structuring for what comes next.

Rolls-Royce reports 50%-plus order surge in data center energy as AI infrastructure demand reshapes power procurement

Rolls-Royce's data center energy orders jumped over 50% in H1 2026, while AI-native platforms are entering renewable and battery R&D workflows at scale.

Data center load is reshaping how U.S. utilities plan, price, and build generation

Exelon cut speculative data center load by 40%, FirstEnergy's contracts surged 50% in Q2, and Texas just approved its first AI co-location site next to a wind f

Dominion's 53.8 GW data center backlog and a $66.8B merger make it the utility to watch in 2026

Dominion Energy beat Q2 estimates on surging data center demand, while its pending $66.8B merger with NextEra advances toward a 2027 close.

US power sector CO2 emissions jumped 4% in 2025, just as SBTi opens its net-zero standard for comment

US power sector emissions rose 4% in 2025, driven by coal and data center demand, as SBTi launches its second public consultation on a new net-zero standard.

Europe's energy grid is being pulled in four directions at once, and operators have weeks to respond

Heatwaves, Middle East disruptions, CBAM compliance, and surging data-centre load are converging on European energy operations right now.

Data center power demand is forcing utilities to rethink capital plans and grid design in real time

CenterPoint hiked its 10-year capex plan on data center load, while Midwest wholesale prices topped $500/MWh amid heat and wind shortfalls.

Grid energy in 2026: connection backlogs, AI load growth, and the infrastructure race reshaping enterprise power

From $3.17T in global clean energy investment to 14-year data center connection waits, grid constraints are now the defining operational risk for energy buyers.

NextEra-Dominion's $420B merger signals a new M&A cycle built on AI load growth

Power and utilities M&A hit $216B in the six months to May 2026, up 173% year-over-year, as AI data-center demand reshapes who owns generation.

CBAK Energy advances full-tab LFP cells for AI data center backup power as gas plants fill the grid gap

CBAK Energy's 26650 V2.0 LFP cells enter customer validation for AI data center BBU/UPS applications after a 15-month R&D program.

AI data centers are straining the grid faster than utilities can build. Fast storage is filling the gap.

AI data centers demand power in months; grid upgrades take years. Flexible fast storage and FERC action are reshaping how utilities keep the lights on.

$1.1 trillion in grid investment and AI data centers still face decade-long connection waits

Utilities plan $208B in grid spending in 2025 alone, yet data centers in Northern Virginia can wait 14 years for a grid connection.

Energy infrastructure roundup: Gas for data centers, BESS buildout, and Canada's Pacific pipeline plan

74 US gas plants, 143 GW targeted at data centers; BESS deals stack up in Romania, Australia, and Poland; Canada unveils plans for a Pacific oil pipeline.

Nuclear pipelines, grid-scale storage, and next-gen LFP cells: alternative energy moves reshaping data center and industrial power in 2026

Three deals this week signal where enterprise energy procurement is heading: advanced nuclear for data centers, on-site BESS for manufacturers, and high-rate LF

Clean energy investment tops $2 trillion as data centers and security concerns reshape power procurement

Global clean energy investment crossed $2 trillion for the first time in 2024, with data center demand and energy security concerns accelerating the shift.

Data centers drove half of U.S. electricity demand growth in 2025, and opposition is mounting

Data centers accounted for 50% of all new U.S. electricity demand in 2025, and Goldman Sachs projects that share will keep climbing through 2027.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers accounted for roughly 50% of US electricity demand growth, far outpacing the global share of 17%, with power timelines now outstripping build timel

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers now account for roughly 50% of US electricity demand growth, far outpacing the global rate, as power infrastructure timelines stall expansion plans

Understanding the Infrastructure of Data Centers

AI and cloud computing are reshaping the nation's power grid as data centers double their electricity consumption by 2030

Understanding Modern Energy Infrastructure, Demands, and Resiliency Needs with ABB

Power grids face unprecedented strain as data centers and AI infrastructure accelerate demand beyond current capacity

Data Centers Are Emerging as Key Players in Grid Stability

Large computing facilities are transforming from energy consumers into essential grid stabilizers through demand flexibility

Applied Digital Ellendale AI Data Center: October 2024 Update

North Dakota's massive AI data center project advances toward powering next-generation computational workloads at scale

Applied Digital’s Ellendale AI Data Center August Update

A 363,000-square-foot AI facility in North Dakota moves toward completion with major infrastructure milestones