power grid
Infrastructure & Cloud
US Power Use Set to Hit Record Highs in 2026 and 2027 as AI Data Centers Strain the Grid
EIA forecasts US electricity demand will reach 4,270 billion kWh in 2026 and 4,349 billion kWh in 2027, driven by AI data centers — what it means for cloud pricing and reliability.
Infrastructure & Cloud
Publicly Announced Data Center Projects Now Top $1 Trillion and 68 Gigawatts of Connected Load
Publicly announced data center projects now represent more than $1 trillion in investment and 68 gigawatts of connected load, while the 14 largest operators' combined capex nears $750 billion in 2026, up from under $450 billion the year before.
Infrastructure & Cloud
Texas Data Center Pause: Why a 474-Gigawatt Queue Broke the Grid Deal
Texas Gov. Abbott paused new data center grid approvals on Aug 3, 2026 after ERCOT's queue hit 474 GW — 90% of it data centers. Here's what changes.
Infrastructure & Cloud
Phantom Power: Why Two-Thirds of AI Data Center Demand Will Never Get Built
Wood Mackenzie says only 28% of the 1,066 GW sought for US AI data centers will materialize. Here is why the interconnection queue is a mirage.
Infrastructure & Cloud
The Data Center Capacity Mirage: Why Committed Gigawatts Aren’t Getting Built
Only 5 of 16 planned gigawatts are under construction in 2026. Here's why power, permits, and transformers are the real bottleneck.
Infrastructure & Cloud
Virginia’s Data Center Power Tax: The First US Per-Kilowatt Levy on Cloud Compute
Virginia now taxes data centers $0.011 per kWh from July 2026 — the first US state levy on cloud compute power, projected to raise $600M yearly.
Infrastructure & Cloud
The Flexibility Bargain: How Data Centers Trade Curtailment for Faster Power
⚡ Key Takeaways FERC issued six show-cause orders on June 18, 2026, forcing CAISO, ISO-NE, MISO, NYISO, PJM, and SPP...
Infrastructure & Cloud
The Data Center Power Bill: Who Pays as AI Drives a 76% Grid Price Surge
⚡ Key Takeaways PJM wholesale electricity prices surged nearly 76% year-over-year in Q1 2026, driven by AI data center demand,...
Infrastructure & Cloud
Grid Transformer Shortage: The 5-Year Bottleneck Stalling AI Data Centers in 2026
Transformer lead times hit 160 weeks. 7GW of AI capacity stalls. What enterprise CIOs and cloud teams must do right now.
AI & Automation
Algeria’s Gas Advantage: Powering the AI Data Center Boom in Africa
⚡ Key Takeaways Africa holds over 600 trillion cubic feet of natural gas reserves yet accounts for only 0.6% of...
Policy & Regulation
The AI Data Center Moratorium Act: Federal Bill Meets a $64 Billion Grassroots Revolt
⚡ Key Takeaways Senator Sanders and Representative Ocasio-Cortez introduced the AI Data Center Moratorium Act on March 25, 2026, proposing...
