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.

How AI Changes Data Center Power Demand

AI Is Changing the Nature of Data Center Electricity DemandArtificial intelligence is changing the data center industry in ways that extend far beyond computing capacity. As GPU-intensive workloads be

How Data Centers Are Accelerating Power Development

How Data Centers Are Accelerating Power DevelopmentFor much of the past two decades, electricity demand in the United States changed relatively slowly. That environment shaped how utilities planned ge

The Rise of the Gigawatt Customer

For most of the history of the electric power industry, a gigawatt was a number associated with generation. It described the scale of a major power plant or a meaningful amount of capacity within a re

Recent Data Center Investment News

Wednesday, September 23, 2026

The Transformer Pipeline

A data center can secure land, establish a utility relationship, identify a pathway to hundreds of megawatts, and still face another critical question: can the electrical equipment required to deliver

Friday, September 18, 2026

The Gas Turbine Pipeline

The conversation around gas turbines and data centers is changing. What was once primarily an energy technology discussion is increasingly becoming a development and procurement discussion, particular

Saturday, September 12, 2026

The Generation Partnership

For much of the data center industry's history, electricity generation was largely upstream from the development conversation. Data center operators purchased power from utilities or competitive suppl

Friday, September 11, 2026

The Power Reservation

One of the most important changes in data center development is happening before construction begins. Developers are increasingly focused on establishing a credible path to electricity capacity earlie