- The incentives era is giving way to infrastructure realities. Nebraska’s action highlights how power access and resource impacts now drive where, and whether, large campuses are built.
- A 15-year agreement adds 530 MW across five campuses, doubling the company’s AI footprint and securing long-term revenue.
- The McGregor project pairs a 74 MW first phase with a privately funded substation and utility financial assurances, reflecting changing expectations for large AI power users.
- PSC filings show Georgia Power planning for a 3,200 MW commitment months before OpenAI unveiled its 3.2 GW AI campus.
- With AI workloads spreading across terrestrial and orbital compute, the atmosphere is emerging as the key bottleneck for moving data between ground and space.
- PUCT outlines new interconnection rules, cost reforms and planning changes following Gov. Abbott’s order to protect ratepayers and the ERCOT grid.
- Despite booming demand for AI infrastructure, Intel’s latest round of layoffs highlight that no sector is safe from the wave of tech job cuts.
- As AI infrastructure grows more complex, companies are rethinking how they acquire, own, and finance assets that operate on dramatically different economic timelines.
- A draft federal study concludes that AI data centers are now the dominant driver of electricity demand growth, compelling planners to reconsider where and how the grid expands.
- AMD’s latest hardware innovations aim to reshape the AI infrastructure market, challenging Nvidia’s dominance and driving the next wave of agentic AI adoption.


