All Load Growth & AI articles
4 articles
Data centers aren't the only thing straining the grid. Reshored manufacturing is the quieter half of the load-growth story.
A DOE transmission study and a looming semiconductor labor shortage both point to industrial reshoring as a second major load-growth driver — one with far less-established utility playbooks than data centers have.
A €50 billion data center in Croatia will run entirely behind the meter. That's not an edge case anymore.
A €50 billion Croatian data center running entirely on behind-the-meter solar and batteries, and a gas-fueled Microsoft facility in Texas, show self-generation becoming the hyperscale default — regardless of fuel source.
The best power-availability site isn't always the site that clears local approval.
A county blocking new data centers and a legal challenge to Wisconsin's data center rule both show local and legal risk now belongs in site selection alongside power availability.
445 gigawatts, mostly solar and storage, is the number to watch through 2030
A new ICF analysis puts a number on how much new capacity U.S. demand growth will require by 2030 — and most of it is solar and storage, not new gas or nuclear.