grid infrastructure

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.

Westinghouse files for public listing nine years after bankruptcy, as Brookfield plots stock market return

A burst of utility-sector deals in late July 2026 signals that enterprise energy procurement teams face tightening supply across nuclear, coal, and grid infrast

Heat stress is expanding faster than utility grids can keep up, and the investment gap is widening

A Nature study finds some regions now endure 50 more heat stress days per year, while U.S. utilities plan $1.1T in grid investment over five years to meet surgi

Utilities set to spend $1.1T on grid infrastructure as electrification drives five-year investment surge

The Edison Electric Institute projects utilities will pour $208B into the grid in 2025, part of a $1.1T five-year build-out driven by surging electrification de

Utilities set to invest $1.1 trillion in grid infrastructure as electrification accelerates

U.S. utilities are committing $208B in 2025 grid investment, part of a $1.1T five-year buildout that will reshape procurement and operations planning.

Energy transition market approaches $3.2 trillion in 2026 as grid bottlenecks emerge as the critical constraint

The global energy transition market hits $3.17T this year, growing at 11.1% CAGR, but 1,650 GW of renewable capacity is stuck waiting for grid connections.