Energy
Latest news, analysis, and insights about Energy.
Why the Largest US Grid Operator Is Threatening AI Data Center Power Cuts
Starting in 2027, the largest US grid operator will temporarily cut power to massive data centers to prevent domestic blackouts. This policy change directly threatens AI training timelines and will trigger a historic race for dedicated off-grid energy.
Why the Quadrupling of AI Data Center Power Demand Forces a Nuclear Pivot
A projected quadrupling of data center electricity usage by 2035 is forcing tech giants into a nuclear arms race. With upcoming facilities set to consume as much power as India, energy has become the ultimate bottleneck for AI scaling.
How the AI energy bottleneck is driving the fastest power IPO boom since 1999
As tech giants scramble for power, Wall Street is pivoting from software to hardware. Energy IPOs have raised a historic $12.6 billion in the first half of 2026, marking the fastest fundraising pace this century.
Microsoft's Bold Move: Paying All Data Center Electricity Costs to Address Community Concerns
Microsoft just made a bet that could reshape how Big Tech builds AI infrastructure. The company will cover full electricity costs for its data centers and refuse local tax breaks—a direct response to mounting community backlash over soaring power bills.
Alphabet's $4.75 Billion Intersect Power Deal Signals AI's New Infrastructure Arms Race
Alphabet is paying $4.75 billion in cash, plus debt, for Intersect Power—a data center and clean energy developer. The acquisition signals that Big Tech's AI ambitions now require owning the power plants, not just the GPUs.