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Powering the AI Transition
Data centres built for artificial intelligence have become the fastest-growing source of new electricity demand in the United States and a growing one in Europe, the Gulf and Asia. Our series follows the load forecasts and queues in ERCOT, PJM, MISO, SPP, CAISO, NYISO and ISO-NE, capacity prices, large-load tariffs, co-location at nuclear and gas plants, behind-the-meter gas, nuclear and SMR deals, hyperscaler clean-energy buying, transmission, water and cooling, chip efficiency, and data centre energy policy from Ireland to Pakistan.
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