Search

Energy & Climate · 4 min read

PJM CEO Says America's Largest Grid Needs a Fundamental Redesign to Survive the AI Boom

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.

May 8

Energy & Climate · 5 min read

Europe's Power Grid Cannot Keep Pace With Exploding AI 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.

May 7

Energy & Climate · 4 min read

AI Data Centers Are Consuming Power Like Small Cities. Utilities Weren't Ready.

AI data centers are adding grid loads equivalent to mid-sized cities while simultaneously becoming the largest driver of new renewable energy procurement globally — forcing utilities to rethink decades-long planning timelines.

May 5

Energy & Climate · 4 min read

AI Data Center Boom Sparks Industry Fight Over Grid Power vs. Private Energy Islands

Roughly 30% of all planned data center capacity will now be powered by on-site generation rather than the public grid—up from nearly zero a year ago—threatening utility business models and grid modernization investment.

Apr 12