Data Centers
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Data Centers
PPL, Blackstone Launch Major Gas-Fired Generation Venture Targeting Data Center Surge in Pennsylvania
PPL Corp. and investment giant Blackstone Infrastructure have formed a joint venture to build, own, and operate natural gas combined-cycle generation plants in Pennsylvania specifically designed to serve data center loads through long-term energy service agreements (ESAs). The partnership, unveiled at the Pennsylvania Energy and Innovation Summit in Pittsburgh on July 15, represents a strategic […]
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Data Centers
Regulator Approves AEP Ohio’s Landmark Data Center Tariff
The Public Utilities Commission of Ohio (PUCO) has approved a landmark tariff structure requiring large new data center customers to pay for a minimum of 85% of their subscribed electricity usage—regardless of actual consumption—for up to 12 years. The measure marks a pivotal step in Ohio’s efforts to address surging demand from hyperscale data centers […]
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gas turbines
“We’re Writing a New Chapter”: Mitsubishi Power CEO Bill Newsom on AI, Gas Turbines, and the Path to Decarbonization
The U.S. power sector seems to be increasingly pulled in two directions. While trundling toward rapid electrification, it is seeking to hold its ground on recent decarbonization triumphs. And while utilities and power companies are racing to add generation capacity, their prospects are limited by aging infrastructure and upended by supply chain constraints that have […]
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Commentary
Unlocking Opportunities in AI Through Power Demand, Administration’s Initiatives
The U.S. is bracing for a reality where artificial intelligence and data centers overwhelm the power grid, and rightfully so, as America seeks to lead the global AI race. But this push is coming at the same time that the federal government is reshuffling fiscal priorities and prioritizing energy independence. While that dynamic may seem like a challenging juxtaposition, one thing is clear: regardless of political affiliation or preferred priority, if the U.S. wants to lead the world in AI, it must power it first.
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Trends
Renewable Energy Surges, but Grid Crisis Looms as Demand Grows and Policies Shift
The U.S. electric power sector is experiencing a surge in renewable energy deployment, yet the grid faces mounting pressure from skyrocketing demand and shifting federal policies. As data centers and
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Commentary
Buyer Beware: Deeper Pockets Funding Deeply Speculative Power Sector Expansion
As billions of dollars flood into the historically niche electricity sector, U.S. power generation is having a moment and entering what may be its most consequential investment cycle in decades. The U.S. power space saw record levels of capital investments in 2024. These billions in new investments are coming not just from legacy participants, but […]
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Data Centers
The Overlooked Contributor to AI’s Climate Impact: Cooling Fluids
Artificial intelligence is evolving rapidly, and so is the demand for the infrastructure behind it. From the explosive growth of generative models to the rise of AI-driven data analytics, companies are scaling up data centers at an unprecedented pace. But for the sustainably-conscious, this rapid growth sparks a real “down the rabbit hole” question, “what […]
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Commentary
AI on the Edge: Can Distributed Computing Disrupt the Data Center Boom?
As artificial intelligence (AI) usage and sophistication grows, questions about the sustainability of the traditional model of utilizing huge, centralized data centers are frequently raised. Hyperscale data centers handle most AI workloads today, but they come with high energy demands and environmental costs.
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Data Centers
Talen, Amazon Launch $18B Nuclear PPA—A Grid-Connected IPP Model for the Data Center Era
Talen Energy has restructured and significantly expanded its nuclear energy agreement with Amazon Web Services (AWS), finalizing a 17-year, $18 billion power purchase agreement (PPA) that will supply up to 1,920 MW of carbon-free electricity from the 2.5-GW Susquehanna nuclear plant to Amazon’s data centers across Pennsylvania. The deal, announced on June 11, restructures a […]
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Trends
Out of Sync: The Infrastructure Misalignment Undermining the U.S. Grid
U.S. power infrastructure—the intricate physical fabric that laces together generation, transmission, and distribution—is under intensifying strain. Outdated and overextended, it must now absorb relentless growth from electrification and data centers or risk escalating reliability threats, surging costs, and a weakened global competitive edge. POWER examines the dysfunction and what it will actually take to future-proof […]