#data-centers

A new outlook says renewables should keep gaining share in North America through 2035, but political volatility, grid execution, and surging electricity demand are making the transition less predictable.

The Energy Information Administration plans a mandatory nationwide survey of data center electricity use, creating a new federal window into one of AI’s fastest-growing infrastructure demands.

A new reading of Stanford’s AI Index argues that people closest to AI are becoming more optimistic while the broader public remains more worried about jobs, health care, energy costs, and the economy.

PJM wants a one-time two-phase procurement to bring nearly 15 gigawatts of new resources onto the system, reflecting how fast-rising large-load demand is colliding with concerns about reliability and affordability.

MIT Technology Review’s summary of the 2026 AI Index depicts a sector growing fast in performance, adoption, and revenue while energy demand, infrastructure concentration, and governance strain mount alongside it.

India is offering a 20-year tax holiday to foreign cloud companies, but local resistance to data center projects is exposing the social and environmental costs of becoming an AI infrastructure hub.

Reported attacks on AWS facilities in the Gulf are intensifying debate over cloud concentration, strategic infrastructure risk, and whether Chinese providers such as Huawei can gain ground by selling resilience.

Wood Mackenzie expects gas turbine prices to rise 195% from 2019 levels by the end of 2027 as demand surges, manufacturing bottlenecks persist, and supply-chain risks intensify.

A new policy fight is emerging over whether states or federal regulators should control the interconnection of giant new loads such as data centers.

A SpaceNews event focused on orbital data centers highlights how quickly on-orbit computing has shifted from a hypothetical concept to an active investment and infrastructure debate.

Singapore-based Firmus has raised another $505 million at a $5.5 billion post-money valuation, underscoring investor appetite for AI infrastructure and for data center projects built around Nvidia’s next-generation plans

Lobbyists for major tech firms are backing Colorado legislation that would exempt broadly defined ‘critical infrastructure’ hardware from the state’s right-to-repair law, alarming repair advocates and security experts.

IEEE Spectrum highlights decentralized model training as a possible route to lower the energy burden of AI by pooling processing power wherever it resides.

The push to move AI computing into orbit is gaining attention, but the technology, economics, and thermal engineering needed to make it practical remain far from settled.

Consumer and environmental groups are urging federal regulators to reject TeraWulf's planned Maryland power plant purchase, arguing that Google's stake in the company was not properly disclosed.

A new preprint argues that large data centers may be warming surrounding land for miles, adding a fresh environmental concern to the AI infrastructure boom.

Oracle is reportedly cutting thousands of jobs as it pours money into AI data centers, underscoring how aggressively major tech companies are reallocating cash and labor toward infrastructure for large-model computing.

A new federal snapshot cited by Utility Dive says 50 gigawatts of data centers were online at the end of 2025, with the Midcontinent Independent System Operator region posting the fastest growth since 2020.

A growing share of new data center capacity is being built to operate partially or fully off the utility grid, creating stranded cost risks and major planning headaches for electric utilities nationwide.

Atlas Energy Solutions is acquiring $840 million in distributed power generation assets from Caterpillar, a major deal reflecting surging demand for reliable on-site power across industrial sectors.