How will utilities meet surging power demand?

How will utilities meet surging power demand?

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Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid

Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consumer bills, and the pace of new investment. In markets such as PJM and ERCOT, those tensions are turning an arc ...  Show more

A new market for AI compute: What GPU futures could mean for energy

AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI dem ...  Show more

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AI’s Insatiable Needs Wreak Havoc on Power Systems
Big Take

AI data centers are huge energy black holes, consuming as much energy as 30,000 homes – and their rapid growth is straining global grids. The numbers are astonishing: Sweden could see power demand from data centers roughly double over the course of this decade. In the UK, AI is e ...  Show more

New demand is straining the grid. Here’s how to tackle it.
The Green Blueprint

When Brian Janous took charge of Microsoft’s clean energy strategy in 2011, the company’s data center demand was modest. He was measuring new demand in the tens of megawatts. Over the years, that grew to hundreds of megawatts of new demand as hyperscale computing expanded. And th ...  Show more

Data Center Dynamics: AI and Energy Demand
Switched On

Energy-hungry data centers are on the rise. Power demand driven by artificial intelligence has been met by an increase in power purchase agreements (PPAs) for low-carbon energy. Meanwhile, DeepSeek has reduced demand through more efficient computations. So what is driving decisio ...  Show more

Data Centers Could Supercharge US Gas Demand
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Artificial intelligence needs power, and lots of it. If all the data centers in the current US pipeline get built, they could suck up the electricity from 100 nuclear power plants and still be left wanting more. One obvious solution for supplying this massive demand is natural ga ...  Show more