Events · Global
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
Hormuz Handed US Data Centers the World's Cheapest Gas Read our analysis
Our coverage 43 articles
Analysis · United States · PJM capacity and large loads
PJM's Backstop Bill Lands Where Data Centers Are. NOVEC Shows How Heavy It IsAnalysis · 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 · 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 · 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 · ERCOT large-load review
Texas Writes the First Rulebook for Giant Loads: What SB 6 Asks of Data CentersAnalysis · United States
76 GW Without a New Power Plant: The Duke Study That Made Flexibility the Cheapest MegawattAnalysis · United States
From 4.4% to as Much as 12%: The Federal Estimate That Reset the Data Center Power Debate
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