Data Center Growth

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.

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.

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.

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

Demystifying Enterprise Energy Sources, Use Cases, and Applications

Rising computational demands and sustainability goals are forcing enterprises to rethink their energy strategies and infrastructure investments

MEPPI Leading the Charge in Grid Modernization: Pioneering Smart, AI-Enhanced Power Systems for Future Demands

Data center power consumption is poised to double by 2030, forcing utilities to rethink infrastructure with AI-powered grid solutions

The U.S. Power Grid is Facing Increasing Demand. Mission-Critical Technologies Can Come to the Rescue

Strategic infrastructure upgrades and advanced technologies offer utilities a path to meet explosive demand without compromising reliability