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20 results for "data centers"
China added 430 gigawatts of renewable energy in 2025 alone and is co-locating AI data centers in surplus clean-power zones, creating a structural electricity cost advantage over US AI infrastructure that export controls and chip restrictions cannot address.
SoftBank pledges €75 billion for 5 gigawatts of AI data center capacity in France—Europe's largest AI infrastructure commitment—brokered directly between Masayoshi Son and President Macron.
Grid-scale battery storage is filling the gap between AI data centers' round-the-clock power demands and intermittent renewables — reshaping how hyperscalers structure power agreements.
Digital Realty signed its largest single lease ever — 200 megawatts in Charlotte driven by AI demand — and raised full-year 2026 revenue guidance to $6.65–$6.75 billion, confirming AI infrastructure as the dominant force reshaping commercial real estate.
The world's largest commercial real estate firm didn't set out to become an AI infrastructure gatekeeper. The data center boom didn't give it a choice.
NextEra Energy's $67 billion all-stock acquisition of Dominion Energy creates the world's largest regulated utility—explicitly built to meet surging AI data center power demand.
SpaceX's IPO filing positions the company as a vertically integrated AI infrastructure platform — not a rocket company — with a $1.25 billion-per-month Anthropic compute deal and a $1.8 trillion valuation target that would set a new IPO record.
AI data centers are demanding power faster than the grid's seven-to-ten-year interconnection timeline can handle, forcing utilities and the DOE to promote battery-bridge connections and speed-first grid frameworks.
AI data centers scale in 12 to 18 months. Renewable energy takes three to five years. Carbon Direct's 2026 outlook shows the mismatch is forcing hyperscalers into natural gas while climate commitments quietly erode.
MIT published a method to estimate AI energy consumption from chip architecture specs alone — giving grid planners and policymakers a faster way to project AI's power demand before systems are deployed.
AI workload scheduling — not new power plants — is the fastest available solution to data center grid stress, as AI forecasting now predicts renewable output at 95%+ accuracy.
Google is in active negotiations with SpaceX to put AI compute infrastructure into orbit — a move that could reshape who controls the physical layer of AI.
New research estimates AI productivity gains could expand US commercial real estate demand by 12% — but the outcome depends entirely on whether AI grows economic activity or concentrates it among fewer workers.
AI data center demand is funding renewable energy projects at record pace — and simultaneously overwhelming the transmission infrastructure needed to deliver that power.
Community opposition to AI data center construction is spreading nationwide, driven by concerns over water use, grid strain, and industrial noise — and now it's reaching governors' desks.
Microsoft is weighing whether to abandon its 2030 goal of matching 100% of its electricity with carbon-free energy on an hourly basis, as AI data center demand outpaces renewable deployment.
Microsoft is internally reviewing whether to abandon its 2030 clean energy commitment as AI data center expansion has pushed power demand far beyond what its renewable procurement pipeline can cover.
The CEO of PJM Interconnection — which manages electricity for 65 million people across 13 states — says the U.S. grid needs a fundamental structural redesign, not upgrades, to absorb AI-driven data center demand.
Europe's electricity grid faces a structural inability to meet AI data center demand, with interconnection queues stretching 3–5 years and aging cross-border infrastructure threatening both AI competitiveness and 2030 climate targets.
Data center developers lead AI adoption in real estate by roughly 18 months — with a structural irony: the asset class powering AI for every other industry is also the leading edge of AI deployment in real estate.