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Energy & Climate · 5 min read

Batteries Are Becoming the Bridge Between AI Data Centers and a Strained Clean Grid

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.

May 25

Energy & Climate · 3 min read

NextEra Acquires Dominion for $67 Billion in the Largest US Utility Merger Ever—Driven by AI Data Center Demand

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.

May 22

Energy & Climate · 4 min read

MIT Researchers Develop Tool to Estimate AI Power Consumption Directly From Chip Specs

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.

May 16

Energy & Climate · 4 min read

Microsoft May Walk Back Its 2030 Clean Energy Pledge. AI Power Demand Made It Untenable.

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.

May 8

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