Search

Energy & Climate · 4 min read

FERC Poised to Rule on Whether AI Data Centers or Ratepayers Fund Grid Expansion

Federal regulators are expected to rule by June 2026 on who pays for AI data center grid infrastructure—a decision that will determine whether developers or ratepayers absorb billions in transmission costs.

Jun 17

Energy & Climate · 4 min read

AI Data Centers Will Drive 55% of U.S. Electricity Demand Growth Through 2050

A new U.S. energy outlook projects AI data centers will account for 55% of all electricity demand growth through 2050 — stressing the grid while paradoxically accelerating the renewable energy build-out as hyperscalers buy clean power at scale.

May 2

Energy & Climate · 4 min read

Space Solar and Multi-Day Storage: The Only Grid Solutions Built for AI's Energy Appetite

U.S. data centers will drive 55% of new electricity demand growth over five years. Researchers say conventional grid expansion can't keep pace — and space solar plus multi-day storage may be the only answer.

Apr 29

Energy & Climate · 4 min read

AI Model Trained on 13,000 Simulated Worlds Produces New Projections for Global Renewable Buildout

Researchers trained an AI across 13,000 virtual energy systems to produce the most constraint-aware renewable energy projections yet — a new planning tool for energy policymakers and investors.

Apr 28

Energy & Climate · 5 min read

Bloom Energy and Oracle Are Building On-Site AI Power Plants to Bypass a Broken Grid

Oracle contracted 2.8 gigawatts from Bloom Energy's fuel cells because the grid interconnection queue is too slow—a structural shift that is turning hyperscalers into their own utilities.

Apr 23