Nordic AI Data Centers: The Renewable Power Advantage
OpenAI's Stargate Norway will deploy 100,000 GPUs powered entirely by renewable hydroelectricity.¹ The project confirms what infrastructure strategists have known for years: the Nordics offer AI
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Insights on GPU infrastructure, AI, and data centers.
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Nuclear power for AI: inside the data center energy deals
Big tech companies signed contracts for more than 10 gigawatts of possible new nuclear capacity in the United States over the last year.¹ Microsoft committed to a 20-year, 835-megawatt power purchase
FERC's Data Center Colocation Ruling: Complete Guide
FERC's December 2025 order lets data centers connect directly to power plants in PJM. Technical breakdown of new rules, deals, and deployment implications.
Sanders and DeSantis Unite Against Data Centers: The Bipartisan Revolt That Could Reshape AI Infrastructure
Bernie Sanders demands a national moratorium on data center construction while DeSantis proposes an AI Bill of Rights protecting communities from hyperscale facilities. The bipartisan alignment signal...
BloombergNEF Raises Data Center Power Forecast 36% to 106 GW
BloombergNEF's December 2025 forecast projects U.S. data centers will draw 106 GW by 2035—a 36% jump from just 7 months ago. What changed.
Utah's Nuclear Data Center Play: 10 GW Gigasite Meets Operation Gigawatt
Utah positions as nuclear-powered AI hub: Creekstone's 20M sq ft Delta Gigasite plans 2 GW nuclear; Governor Cox's Operation Gigawatt adds SMRs in Brigham City.
Texas Data Center Bubble: 220 GW in Queue, 7.5 GW Connected
ERCOT large load queue hit 230 GW in 2025—4x 2024 levels. Only 7.5 GW connected. Experts warn of bubble as 70% are data centers.
NextEra-Exxon 1.2GW Gas+CCS Data Center: First of Its Kind
NextEra and Exxon partner on 1.2GW gas plant with 90% carbon capture for data centers. 2,500 acres secured. Marketing to hyperscalers Q1 2026.
Data Center Backlash: $255/Month Bills Swing Elections
Virginia and New Jersey elections swung on data center electricity costs. PJM capacity prices up 500%. Dominion projects $255/month residential increases by 2035.
Data Center Energy Demand to Triple by 2035: BloombergNEF Projects 106 GW Future
BloombergNEF projects data center demand tripling to 106 GW by 2035, creating massive infrastructure challenges.
SMR Nuclear for Data Centers Accelerates: 22 GW in Development as Tech Giants Commit $10B+
Nuclear SMRs transition from speculative technology to funded infrastructure as hyperscalers seek clean baseload power.
230+ Environmental Groups Demand Data Center Construction Moratorium: Industry Response
Unprecedented environmental coalition targets data center expansion as AI drives 300% projected energy demand growth.