NERC’s 2026 report emphasizes that as individual campuses approach gigawatt scale and cluster regionally, these abrupt disconnections now threaten grid stability and require new modeling standards, operational coordination, and regulatory frameworks.

AI workloads are outpacing network capabilities, leaving expensive chips idle. Mark Rushworth explains why the switch is the bottleneck and how to fix it.

PUCT staff backs ERCOT’s proposed operating conditions in an early test of Texas’ new framework for colocated data centers.

We look at some of the latest data center developments announced over the past month.

The utility’s planned $1.75 billion investment in Joulent illustrates how dedicated power infrastructure is becoming central to AI data center growth.

Google’s AI infrastructure growth is accelerating faster than power grids can decarbonize, highlighting gaps in clean energy deployment.

The expansion reflects a strategic shift where capital providers bundle financing with guaranteed power delivery from day one, enabling hyperscalers to advance projects on schedule even while awaiting utility connections.

As AI accelerates electricity demand, utilities and investors are paying a growing premium for existing generation that can reach the grid faster than new projects.

New Graviton5-powered C9g and C9gd instances target AI orchestration alongside HPC and analytics, as AWS argues CPUs remain central to the next generation of AI infrastructure.

The deal reflects the operator’s strategy to scale its footprint amid surging AI-driven demand for data center infrastructure, while potentially signaling Blackstone’s shift toward higher-return investments.