Latest in Power & Energy for AI

Power & Energy for AI

The electricity AI needs and who pays for it: grid strain, power bills, nuclear and gas deals, clean energy and the utilities winning from AI.

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Inside Power & Energy for AI

Grid Demand & Strain AI's demand for electricity: load forecasts, grid operators such as PJM and ERCOT, capacity auctions, interconnection queues and shortage warnings.
Electricity Bills Rising power prices and who pays them: ratepayer anger, utility rate cases, large-load tariffs for data centers, and bills as a political issue.
Nuclear Power for AI Nuclear deals for data centers: reactor restarts at Crane (Three Mile Island) and Palisades, small modular reactors, Oklo, Kairos, X-energy and fusion deals.
Natural Gas & On-Site Power Gas plants and turbines built for AI, behind-the-meter power at data centers, GE Vernova and the turbine shortage, and fuel cells.
Clean Energy for Data Centers Solar, wind, batteries and geothermal power for AI, the power-purchase deals behind them, and tech companies' climate goals under AI.
Utilities & Power Companies Utilities and power producers winning from AI, Constellation, Vistra, NextEra, Dominion and Entergy, their capex and contracts with tech firms.

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