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Energy & Climate · 4 min read

Nordic Nations Launch Research Initiative to Build an AI-Operated Power Grid

A new Scandinavian cross-border initiative aims to put AI in the operational seat of the Nordic interconnected grid, with humans in a supervisory role only — addressing grid demands that exceed human decision-making speed.

Nov 4

Energy & Climate · 3 min read

Goldman Sachs: Energy Grid Delays Are the Likeliest Near-Term Brake on the AI Buildout

Goldman Sachs now considers energy infrastructure delays the most likely near-term constraint on AI growth, while PG&E argues AI grid-planning tools are already helping clear a 2,700 GW interconnection backlog.

Oct 26

Energy & Climate · 3 min read

DOE to Finalize $5.25 Billion Grid Upgrade Across 26 States to Unblock AI Data Center Power

The DOE's SPARK program is finalizing 31 transmission improvement projects across 26 states, committing $5.25 billion to remove the grid bottlenecks blocking AI data center power connections.

Oct 2

Energy & Climate · 5 min read

Nvidia and Emerald AI Partner with Six Utilities to Turn AI Data Centers Into Flexible Grid Assets

Nvidia and startup Emerald AI partnered with AES, Constellation, Invenergy, NextEra, Nscale, and Vistra to operate AI data centers as dispatchable grid resources that throttle power consumption in real time — reframing AI infrastructure from grid burden to grid tool.

Jun 10

Energy & Climate · 4 min read

Oracle and Bloom Energy Ink 2.8 GW Deal to Power AI Data Centers with Off-Grid Fuel Cells

Oracle has contracted up to 2.8 gigawatts of power from Bloom Energy's stationary fuel cells for AI data centers — bypassing utility interconnection queues that average four years and establishing off-grid power as a mainstream AI infrastructure strategy.

Apr 22

Energy & Climate · 3 min read

Bloom Energy and Oracle Are Building AI Data Centers That Bypass the Power Grid

Bloom Energy and Oracle have partnered to supply AI data centers with on-site fuel cell power — deployable in weeks, not years. Bloom shares surged 15% on news that the deal sidesteps grid bottlenecks blocking AI compute expansion.

Apr 20

Energy & Climate · 3 min read

Bloom Energy and Oracle Are Building Off-Grid Power for AI Data Centers

Bloom Energy and Oracle are deploying solid oxide fuel cells to power AI data centers without grid interconnection — a pivot driven by U.S. grid queues now measured in years.

Apr 18