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Energy & Climate · 4 min read

Next-Gen AI Data Centers Are Migrating to Power Sources, Bypassing Grid Queues

A new colocation model is placing AI data centers directly at renewable energy generation sites, bypassing multi-year grid interconnection queues and concentrating AI compute near power sources rather than population centers.

6d ago

Energy & Climate · 3 min read

Co-Located Solar-Plus-Storage Investment Hits Record $25 Billion in H1 2026 as AI Data Centers Drive Power Rush

BloombergNEF data shows co-located solar-plus-storage investment hit a record $25 billion in H1 2026 — nearly double H2 2025 — as AI data centers race to secure reliable clean power without waiting years for grid interconnection.

Sep 16

Energy & Climate · 5 min read

AI Data Centers Could Account for 55% of U.S. Electricity Demand Growth Over Five Years

AI data centers are projected to consume 1,050 TWh globally by end of 2026—potentially ranking as the world's fifth-largest national energy user—while U.S. grid interconnection queues stretch three to five years.

May 1

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

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