ERCOT Wholesale Electricity Prices Could Spike 79%
Texas could see a wholesale electricity price spike of 79% if data center demand outruns expectations in 2027. According to the EIA’s February Short-Term Energy…
Archives: Industry Hubs
50 GW of U.S. Data Centers Operating at the End of 2025
50 GW of data center capacity was operating in the U.S. at the end of 2025. That’s 24% compound annual growth since 2020. FERC just released…
Two Arizona Coal Plants are Converting to Natural Gas
Two Arizona coal plants are getting a new lease on life as natural gas facilities. Federal mandates were going to force the Springerville and Coronado…
Consumers Energy Planning 1.5 GW Gas, 13 GW Renewables
Consumers Energy is expecting 9 GW of potential new demand in Michigan, thanks to data centers and manufacturing. That could more than double their current peak…
Xcel Wants to Run Coal 4 More Years
This week, Xcel Energy told Colorado regulators it wants to keep all four of its coal units running until 2030 — plants that were supposed…
Oracle Secures 10 GW for Data Centers Over Next Three Years
400 megawatts online in a single quarter. 10 gigawatts of power secured for the next three years. And a $553 billion remaining performance obligation. Oracle…
The Gas Turbine Supply that Nobody Sees Coming
Jefferies put out a research note this week with a line buried in the analysis that should offer some hope to IPPs and utilities who…
Private Equity is Flipping Natural Gas Plants for Profits
Private equity firms are raking in significant profits by flipping natural gas power plants. The assets are in high demand, with electricity producers scrambling to…
AI Has Hit The Power Wall. Elon Knows It.
Elon Musk just spent three hours saying one thing over and over again: AI is no longer limited by intelligence. It is limited by electricity.…
Sam Altman-backed Exowatt Breaks into Data Center Industry
Renewables developer Exowatt is branching into the data center industry. The Sam Altman-backed company is launching ExoRise, a business arm that will specifically focus on…
OpenAI to “Pay Its Own Way” to Power Stargate Data Centers
OpenAI has announced a plan to “pay its own way” to power Stargate data centers. The goal is to prevent other ratepayers from carrying the…
Zuckerberg Announces Meta Compute, Meta’s AI Infrastructure Initiative
Mark Zuckerberg recently announced Meta Compute, Meta’s AI infrastructure initiative. The purpose? To drastically build out infrastructure and energy capacity needed to support data center…
