Big Tech Is Becoming an Energy Investor
The Customer Is Moving UpstreamFor decades, the relationship between technology companies and the energy industry was relatively straightforward.Utilities generated or procured electricity.Data center
Energy & Digital Infrastructure Insights
Explore insights that power the global data center and energy ecosystem. From renewable sourcing to grid innovation, every story connects technology and transformation.
The Nuclear Comeback
Nuclear Is Back in the Data Center ConversationFor much of the past decade, the data center industry's clean-energy strategy was dominated by renewable power.Corporate buyers signed large wind and sol
The Flexible Megawatt
The Next Power Strategy May Be FlexibilityFor years, the data center industry's energy strategy has revolved around a straightforward objective: secure more power.More utility capacity.More generation
Recent Data Center Investment News
Friday, August 14, 2026
The New Transmission Era
America’s Power Challenge Is Moving Upstream The data center industry has spent the past several years talking about power. How much is available? How quickly can it be delivered? Where will new gener
Thursday, August 6, 2026
The Substations Race
The Race No One Saw Coming For years, the race to build data centers revolved around three things. Land. Fiber. Capital. Today, another asset has moved to the top of the list. Substations. Across the
Sunday, August 2, 2026
America’s Next Power Buildout
A New Cycle of Power InvestmentFor much of the past two decades, electricity demand in the United States changed relatively slowly.Utilities could plan new generation, transmission upgrades, and distr
Sunday, July 26, 2026
What PJM Means for AI Data Centers: How Grid Planning Is Influencing the Next Generation of Infrastructure
More Than a Regional Story Few organizations influence the U.S. power landscape as much as PJM Interconnection. As the nation's largest regional transmission organization, PJM oversees the electric gr