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LivePowering 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.
Why it matters
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.
Key developments
Pakistan's AI Data Centres Are Arriving Megawatt by Megawatt, Into a Winter Gas Squeeze Read our analysis
Virginia's Data Centers Sit on 33 GW of Diesel Backup as Diesel Tops $6 Read our analysis
Pakistan's 2,000 MW for Bitcoin and AI Looks Different When Winter Power Costs Rs45 a Unit Read our analysis
PJM's Backstop Bill Lands Where Data Centers Are. NOVEC Shows How Heavy It Is Read our analysis
Malaysia's Fuel Surcharge Lands on Johor's Data Centres as Hormuz Keeps Gas Dear Read our analysis
Our coverage 70 articles
Analysis · United States · PJM capacity and large loads
PJM's Backstop Bill Lands Where Data Centers Are. NOVEC Shows How Heavy It IsAnalysis · Other markets · Strait of Hormuz disruption
Malaysia's Fuel Surcharge Lands on Johor's Data Centres as Hormuz Keeps Gas DearAnalysis · United States · Strait of Hormuz disruption · US LNG investment decisions
Hormuz Handed US Data Centers the World's Cheapest GasAnalysis · United States · ERCOT large-load review · US LNG investment decisions
Texas Gas Has Two Big New Customers: LNG Trains and Data CentersAnalysis · United States · ERCOT large-load review
Texas Puts a Price on a Place in ERCOT's Queue, Then Freezes Data Center PermitsAnalysis · United States
California Pushes First SB 253 Emissions Reports to November 10 and Eases First-Year EnforcementAnalysis · Middle East · Strait of Hormuz disruption
Stargate UAE Is Being Redrawn for a War ZoneAnalysis · Other markets · Strait of Hormuz disruption
Korea Will Pay AI Data Centres to Move South as LNG Costs BiteAnalysis · Other markets · Strait of Hormuz disruption
Taiwan Wants AI Data Centres Next to Its Power Plants After HormuzAnalysis · Other markets · Strait of Hormuz disruption
Japan's Data Centre Boom Is Arriving Later, and Into a Tighter Fuel MarketAnalysis · United States · ERCOT large-load review
ERCOT Sets an All-Time Peak of 91,134 MW, Beating the 2023 Record by About 6%Analysis · United States · PJM capacity and large loads
PJM's Third Straight Auction at the Cap Leaves It 6,831 MW ShortAnalysis · Other markets · Strait of Hormuz disruption
Singapore's Data Centres Are Running on Hormuz-Priced GasAnalysis · United States
FERC Puts All Six Grid Operators on the Clock for Data Center ConnectionsAnalysis · United States
MISO's Summer Capacity Price Falls to $424.30, but Data Center Growth Keeps the Margin ThinAnalysis · United States · PJM capacity and large loads
Virginia Puts Data Centers in a Rate Class of Their OwnAnalysis · United States · PJM capacity and large loads
The White House and 13 Governors Tell PJM to Make Data Centers PayAnalysis · United States
Georgia Approves 9,885 MW for Data Centers and Makes Georgia Power Carry the RiskAnalysis · United States · PJM capacity and large loads
DOE Lends $1 Billion to Bring Crane Back for PJM's Data Center LoadAnalysis · United States
Washington Signs Up for $80 Billion of Westinghouse Reactors, With AI as the CustomerAnalysis · United States
MISO's Fast Track Fills Up With Gas as Load Growth Outruns the QueueAnalysis · United States
Louisiana Approves 2.26 GW of New Gas Plants for Meta's HyperionAnalysis · United States
Google Puts a Number on a Gemini Query: 0.24 Watt-HoursAnalysis · United States
Google, Kairos and TVA Write the First Utility Contract for Gen IV NuclearAnalysis · United States · ERCOT large-load review
Texas Writes the First Rulebook for Giant Loads: What SB 6 Asks of Data CentersAnalysis · United States
Amazon's Emissions Rose 6% in 2024 to 68.25 Million Tons as Data Center Construction Picked UpAnalysis · United States
xAI's Memphis Permit Shows What Happens When Compute Outruns the GridAnalysis · United States
Meta Takes Over Where Illinois Ratepayers Left Off at the Clinton Nuclear PlantAnalysis · United States
Microsoft's Emissions Are 23.4% Above Its 2020 Baseline at the Halfway Point to Carbon NegativeAnalysis · United States
Four Nuclear Orders Aim at 400 GW and Put AI Data Centers on Federal LandAnalysis · United States · PJM capacity and large loads
PJM's Fast Track Picks 51 Projects, and Gas Takes Most of the 9,361 MWAnalysis · United States · ERCOT large-load review
ERCOT's 218 GW Forecast Is Mostly Data Centers on Paper, So It Wrote a DiscountAnalysis · United States
Stargate's First Campus Is a 1.2 GW Bet on West Texas PowerAnalysis · Europe
Britain's AI Growth Zones Are a Grid Connection Policy in DisguiseAnalysis · United States
76 GW Without a New Power Plant: The Duke Study That Made Flexibility the Cheapest MegawattAnalysis · United States
DeepSeek Wipes Out a Year of AI Power Gains in a DayAnalysis · United States
From 4.4% to as Much as 12%: The Federal Estimate That Reset the Data Center Power DebateAnalysis · United States
Constellation Buys Calpine and Bets That Data Centers Will Need Gas Too
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