Data centers + cloud

News
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Solar
DATA + CLOUD
NextEra and the load growth upside

In light of the data center boom, the developer added three gigawatts of renewables to its project backlog last quarter.

A data center under construction in Northern Virginia.
Analysis
Sponsored
DATA + CLOUD
VC
Investors embrace Cloverleaf’s energy-first approach to data centers

The startup raised $300 million, which will be used first for securing land where power — ideally clean power — is easy to access.

Catalyst
Podcast
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AI
DATA + CLOUD
Can chip efficiency slow AI's energy demand?

A former Microsoft VP weighs in on the advantages of more efficient chips.

Analysis
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DATA + CLOUD
Grid edge
The ideal customer for batchable AI loads? A startup on a budget.

As demand for compute balloons, the AI infrastructure company Crusoe will soon be offering an intermittent processing option.

Analysis
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STORAGE
DATA + CLOUD
Microsoft wants to use LDES for data center backup — but not quite yet

The company’s energy strategy head said the tech has real data center promise, but the risks are still too high for Microsoft to pioneer it.

Catalyst
Podcast
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DATA + CLOUD
AI
Under the hood of data center power demand

Microsoft’s former VP of energy breaks down ways to deal with AI-driven load growth.

Explainer
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DATA + CLOUD
Research
Mapping the data center power demand problem, in three charts

Load growth from data centers is increasing dramatically — the only question is by how much.

Analysis
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DATA + CLOUD
Corporates
Is Google’s data center location strategy at odds with its emissions goals?

Many tech companies incorporate place-based emissions data into project siting decisions — but research suggests that Google may be an exception.

Analysis
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DATA + CLOUD
Grid edge
Enchanted Rock is selling utilities on flexible data center connection

And for tech companies desperate to get their AI capabilities online fast, onsite gas microgrids may be preferable to new utility builds.

Analysis
Sponsored
DATA + CLOUD
Corporates
Google’s accelerated urgency for clean, firm power

Inside the company's partnership with Microsoft and Nucor to commercialize new technologies

What makes a data center solar project financeable?

Lenders look for a utility “backstop” for renewables projects aimed at data centers, said Sunrocket Capital COO.

Analysis
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DATA + CLOUD
STORAGE
The data center of the future looks like a massive virtual power plant

Alphabet spinout Sidewalk Infrastructure Partners plans to woo utilities with “data center microgrids.”

Increasing trend lines superimposed over an image of gas turbines.
Analysis
Sponsored
DATA + CLOUD
Grid edge
Microsoft says Georgia may be overestimating data center load growth

In a filing to the state’s Public Service Commission, the tech giant points out issues, gaps in Georgia Power’s integrated resource plan.

Feature
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DATA + CLOUD
Corporates
For 24/7 clean energy, Big Tech has two camps

Companies are lining up behind two strategies for buying clean energy. But will either — or both — have the intended impact?

Podcast
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U.S. market
DATA + CLOUD
The US power demand surge: The electricity gauntlet has arrived

Utilities were already being squeezed by rising demand and stagnant supply. Then AI began supercharging load growth.