AI data centers are waiting years for power.

1. Build-out · ConfirmsHow Trump's push for data centers is driving a boom in gas power plants, and a look at Meta's El Paso data center, which will have 813 gas-burning generators (Hiroko Tabuchi/New York Times)The New York Times
   Aug 6
2. Pushback · First storyTexas halts data center connections to power grid amid overwhelming demandArs Technica
   Aug 5

No stories were filed on this trend that week.

No stories were filed on this trend that week.

No stories were filed on this trend that week.

No stories were filed on this trend that week.

1. Build-out · ConfirmsDonald Trump's plan to center Bitcoin mining in the US is unraveling as miners convert facilities into AI data centers amid a prolonged crypto market slump (Bloomberg)Bloomberg
   Sep 13
2. Money · ExtendsSources: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips (Bloomberg)Bloomberg
   Sep 11
3. Pushback · ConfirmsMassachusetts Gov. Maura Healey signs an EO requiring data centers above 25MW of peak demand to bring their own power and meet 100% of demand with clean energy (Tim De Chant/TechCrunch)TechCrunch
   Sep 10
4. Build-out · ConfirmsSouth Korea’s AI boom could need 20 new nuclear reactors’ worth of powerThenextweb
   Sep 8

1. Pushback · ExtendsVirginia governor creates an AI task force and moves to restrain data centersThe Verge
   Sep 19
2. Pushback · ExtendsVirginia governor wakes up to fact datacenters have become political cancerThe Register
   Sep 19
3. Build-out · ExtendsGoogle, Nvidia, and Emerald AI launch the AI Energy Management Alliance to advance data centers that dynamically adjust electricity use based on grid conditions (Amy Harder/Axios)Axios
   Sep 17
4. Build-out · ConfirmsUS data centers could consume more natural gas than Germany and Japan combined by 2035TechCrunch
   Sep 16

1. Build-out · ExtendsUK wants more homes heated by waste heat from datacentersThe Register
   Sep 25

1. Build-out · ConfirmsAmerica is hurtling toward a power grid crisisYaleclimateconnections
   Oct 3

1. Build-out · ConfirmsConstellation and Google go in on nuclear uprates to unlock clean powerCanarymedia
   Oct 9
2. Pushback · ConfirmsWhy Texas Is Making Data Centers WaitSubstack
   Oct 7
3. Build-out · ConfirmsGoogle Enters Massive 3.6-GW Power Deal With Constellation EnergySlashdot
   Oct 7
4. Build-out · ConfirmsAI is going to run out of powerSubstack
   Oct 6

1. Adoption · ConfirmsTech giants want clean energy in N.C. Is Duke finally ready to help?Canarymedia
   Oct 16
2. Build-out · ConfirmsWhy Google is paying to upgrade nuclear power plantsGrist
   Oct 13
3. Build-out · ExtendsA look at China's bid to turn excess wind and solar energy into an AI edge via a $3.9T grid buildout through 2049, as ~9% of renewable output was wasted in 2026 (Bloomberg)Bloomberg
   Oct 13
4. Build-out · ConfirmsThe new energy permitting bill to feed the AI boom unites fossil fuels and clean power while dividing green energy and environmentalistsFortune
   Oct 12

1. Build-out · ConfirmsTo Make Way For Data Centers, Google Will Pay Others to Use Less PowerSlashdot
   Oct 23
2. Pushback · ConfirmsData centers could erase decades of air quality gainsThe Verge
   Oct 22
3. Pushback · ConfirmsMicrosoft Abandons UK AI Supercomputer As Grid Struggles to Keep UpSlashdot
   Oct 21
4. Pushback · ConfirmsEurope Wants Data Centers. Its Climate Goals Are Getting in the WayWired
   Oct 21
5. Build-out · ConfirmsAmerica Tries Reviving Shuttered Nuclear Plants - Partly to Help Power Data CentersSlashdot
   Oct 20
6. Build-out · ExtendsAmazon To Fund 12 Small Nuclear Reactors At Former Indiana Coal PlantSlashdot
   Oct 20
7. Pushback · ConfirmsPlanned UK Data Center Delayed Until 2030s Over Power Grid Delays. Microsoft Pulls OutSlashdot
   Oct 19
8. Build-out · ExtendsData centres boost the energy transitionSubstack
   Oct 19

Showing the newest 8 of 9.

1. Pushback · ConfirmsA look at growing bipartisan opposition to AI data centers in drought-stricken Arizona, where TSMC's chip fabs were welcomed but newer projects face backlash (Gaby Del Valle/The Verge)The Verge
   Oct 31
2. Build-out · ConfirmsPJM desperately needs grid batteries. Here’s a way it could get some.Canarymedia
   Oct 29
3. Build-out · ConfirmsThe data center boom has an upside: innovation for the US gridTechCrunch
   Oct 28
4. Money · ExtendsAnthropic is burning gas to feed the AI boomThe Verge
   Oct 27

1. Pushback · ConfirmsData Centers are Being Powered By Giant Gas Plants, Possibly Increasing Carbon Pollution for DecadesSlashdot
   Nov 8
2. Pushback · ExtendsCleanview: ~40% of pending US data center capacity is planned to be built in states where newly elected governors have pledged to stop or pause construction (Bloomberg)Bloomberg
   Nov 6
3. Build-out · ConfirmsVirtual power plants can help avoid overbuilt grid if AI boom goes bustCanarymedia
   Nov 5
4. Build-out · ConfirmsWatts in Store for 2027 : The AI CeilingTomtunguz
   Nov 5
5. Pushback · ConfirmsData centers are turning to old jet engines as the wait for power growsTechCrunch
   Nov 4
6. Build-out · ConfirmsDutch grid operator reports ongoing connection bottlenecksPv Magazine
   Nov 4
7. Money · ExtendsOn Wall Street, the ‘energy transition’ includes natural gas and data centersGrist
   Nov 4
8. Build-out · ExtendsWhy batteries, not gas plants, should be data centers' first choiceCanarymedia
   Nov 3
9. Pushback · ConfirmsData center buildout in political crosshairsSemafor
   Nov 3