Data centers on the PJM grid—the largest in the US—may face forced shutdowns to prevent blackouts. AI infrastructure is arriving faster than transmission capacity can support it.
1 h ago 6 8
China's BEST compact fusion device is targeting commercial electricity generation before 2030. If it ships anything close to on schedule, fusion stops being a "30 years away" story—and the geopolitics of energy sovereignty get complicated fast.
Aug 14, 2026 at 18:58 11 11
A South Korean shipbuilder supplies 1 GW of backup generators to a U.S. data center. The AI supply chain no longer relies solely on GPUs—it now also depends on turbines.
Aug 10, 2026 at 16:29 8 10
A new interactive map documents where AI data center growth is translating directly into higher residential power bills—and the geography is more concentrated than the industry would prefer to admit.
Aug 4, 2026 at 23:33 8 9
The operator of the largest US power grid, PJM, is preparing to briefly cut power to data centers to avoid blackouts. The pace of GPU installations is outstripping the grid - rationing is becoming the adjustment.
Jul 28, 2026 at 20:57 9 8
3.2 gigawatts, one site - the announcement of the OpenAI campus in Georgia reminds us that in 2026, the binding constraint of AI is measured in megawatts, not parameters.
Jul 23, 2026 at 07:42 7 8
A new projection: data center consumption could quadruple by 2035. This is the quantified translation of what NY, Dublin, or grid ops have been saying for six months.
Jul 22, 2026 at 12:41 16 9
The AI electric wall is no longer a projection: an entire country has just hit it, and Dublin is the canary.
Jul 13, 2026 at 02:18 3 6
Japan's largest developer commits $9bn to a data-center building spree, just as Southeast Asia's AI ambitions collide with a grid that can't keep up. The AI cycle's next phase is a real-estate and electricity story - and Asia is where it's playing out first.
Jul 11, 2026 at 11:41 5 8
