Energy · Topic
Energy Infrastructure Investment
6 articles from Energy practitioners
$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 transition market reaches $3.17 trillion in 2026 as grid connection backlogs stall 1,650 GW of capacity
The global energy transition market hits $3.17T in 2026, but 1,650 GW of renewable capacity sits in grid connection queues worldwide.
Microsoft, Google, Amazon, and Meta Are Now Energy Companies. The Rest of the Enterprise World Needs to Catch Up.
Amazon, Meta, Google, and Microsoft accounted for 49% of all global clean power purchase agreement volumes in 2025. They are not buying energy anymore. They are building energy infrastructure. Every enterprise buyer that shares a grid with them needs to understand what that means.
Moving Beyond Just Weathering the Storms: Enhancing Grid Reliability and Resilience
Utilities must modernize aging infrastructure to prevent costly outages as extreme weather events strain grids beyond their current capacity
Grid Modernization is Bringing Utilities and Internet Providers to the Table. How Will Collaboration Shape the Grid?
Aging infrastructure and rising outages are forcing two traditionally separate industries to work together on solutions that could reshape how America powers it
New Energy Infrastructure Vs. Extending Fossil Fuel Plants: How Should the Energy Industry Tackle Aging Power-Generation Assets?
Power operators must balance rapid electrification demands against the infrastructure investments needed to prevent widespread grid failures