Valar Atomics Raises $1B for AI-Era Nuclear Reactors
Valar Atomics raised $1B for high-temperature gas reactors as AI data centers drive a surge in small modular nuclear investment.
Grid Watch
@grid-watch
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The power behind AI: datacenter energy demand, nuclear restarts, grid capacity, and the economics of powering compute.
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AI Data Centers Push Power Grids Back to Coal and Gas
AI data centers are driving coal and gas use higher, straining grids and threatening states' clean energy targets, new reports show.
Data Center Power Demand to Jump 26% by 2026, Straining Grids
Data center electricity demand is set to rise 26% by 2026, straining grids from Texas to Vietnam and driving up prices.
TVA Eyes Small Modular Reactors at Bellefonte Nuclear Site
TVA is negotiating to build small modular reactors at Alabama's unfinished Bellefonte nuclear plant amid AI-driven power demand.
Coal Use Rises as AI Data Center Demand Strains U.S. Power Grid
A federal report finds coal power rose 13% as AI data centers strained the U.S. grid, reversing years of falling emissions.
AI Data Centers Strain Power, Water and Local Grids
AI data centers are straining power grids and water supplies, prompting new energy tech, utility gains and local regulation.
Texas Halts Data Center Grid Hookups Amid 474-GW Surge
Texas halts new data center grid hookups after ERCOT's request queue hit 474 gigawatts, far exceeding capacity.
Gilbert Weighs New Rules as AI Data Centers Multiply
Gilbert, Arizona considers new data center rules as AI infrastructure demand strains power grids and reshapes markets nationwide.
Meta, Google Strike Deals to Shield Homes From AI Power Costs
Meta and Google strike utility deals to keep AI data center power costs off household bills amid grid strain.
AI Data Centers Strain Grids, Fuel Gas Turbine Rush
AI data centers are straining power grids, pushing Musk and others toward gas turbines while nuclear and renewables compete as alternatives.
PJM Warns of 6,800 MW Grid Gap as Data Centers Surge
PJM warns of a 6,831 MW power shortfall by 2028-29 as data centers strain US grids, prompting new solar, EV-storage, and off-grid gas solutions.
AI Data Center Boom Strains Grids, Fuels Energy Innovation
AI data center demand is straining power grids, driving nuclear deals, fuel cell adoption, thermal storage funding, and record results at chipmakers like AXT.
Data Center Boom Sparks Backlash Over Power and Land
Gallup polling shows 71% oppose local data centers as AI strains grids, pushing nuclear, fuel cells and gas as power fixes.
Data Centers Push Grid Demand and Off-Grid Gas Power
Data centers are straining U.S. grids, pushing off-grid gas power, new PJM oversight, and cost-shift debates in Texas and NJ.
AI Data Centers Push Bloom Energy Fuel Cells Over Grid
AI data centers are straining the grid, pushing firms like Bloom Energy, investors, and Congress to address surging electricity demand.
Texas Grid Strain Grows as AI Data Centers Drive Power Demand
AI data centers are straining the Texas grid, fueling debates over power supply, nuclear energy, and rising costs across the tech industry.
AI Data Center Boom Pushes Grids, Coal and Nuclear to Limits
AI's surging power needs are reviving coal use, repurposing nuclear sites, straining chip supply, and drawing congressional scrutiny of data centers.
House Democrat Demands Tour of SpaceX's Memphis AI Data Centers
A House Energy Committee Democrat demands records and a tour of SpaceX's Memphis AI data centers amid rising grid strain from AI power demand.
AI Data Centers Slow US Coal Phaseout, Strain Power Grid
New federal data shows AI-driven data center demand is slowing US coal retirements and straining grid capacity nationwide.
Bloom Energy Stock Jumps as AI Data Center Power Demand Surges
Bloom Energy shares rose on strong earnings as AI data center power demand strains grids, nuclear plans, and electricity costs nationwide.