Energy
Latest news, analysis, and insights about Energy.
Datacloud USA Thursday: ERCOT and Texas Power
Thursday, September 3, 2026 at Austin Marriott Downtown. Capacity’s Saf Malik now has floor quotes from the Texas panel: Griffiths on ~205GW batch-zero vs ~91GW peak, Tirupati on AI inside ERCOT, Bettencourt on politics and the sales-tax exemption. The session-page 145GW line remains organizer briefing.
Datacloud USA Wednesday: AWS, OpenAI, CoreWeave On Stage
Wednesday, September 2, 2026 at Austin Marriott Downtown. The official agenda puts AWS worldwide energy and OpenAI data-center operations on the Level 5 stage at 10:00 CT, then CoreWeave. Ultrathink found no public transcript at filing.
Datacloud USA Opens in Austin as Power Meets Compute
Datacloud USA 2026 opens this week in Austin: pre-event September 1, main conference September 2–3 at Austin Marriott Downtown, co-located with Metro Connect Fall. The organizer claims 3,000+ senior leaders. The floor is power, capital, fiber, and GPU capacity.
How Tripling Fossil Fuel Prices Will Disrupt the Economics of Big Tech's Clean Energy Pivot
A sobering new energy forecast reveals that regional U.S. natural gas prices could triple. This price spike threatens to catastrophically disrupt the operating margins of Microsoft, Google, and Meta as they scale AI infrastructure.
OpenAI Texas AI Infrastructure Letter Exposes the Tech Giant's Desperate Hunt for Power
OpenAI has taken its search for gigawatts directly to Texas Governor Greg Abbott. The company's public letter outlines a strategic blueprint to turn the Lone Star State into the bedrock of its computing empire.
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.