Load Growth & AI
Data Center Power Demand
How data center growth is straining grid capacity and reshaping planning.
AnalysisJun 26, 2026· 7 min read
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.
Data BriefJun 18, 2026· 4 min read
445 gigawatts, mostly solar and storage, is the number to watch through 2030A 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.
ENERGY, BRIEFLY
The week's most important signals in clean-energy infrastructure.