SemiAnalysis – Bridging the gap between the world''s most important
Bridging the gap between the world''s most important industry, semiconductors, and business.
How Data Centers and the Energy Sector Are
In 2025, data centers and energy providers are forming powerful partnerships to support grid stability, reduce carbon emissions, and enable
Microsoft opens Denmark East datacenter region as MSFT
Microsoft''s Denmark East region opens with EU data residency, zero-water cooling, and 130 MW renewable capacity. Here''s what it means for cloud and MSFT.
NextEra Energy and Google Cloud Announce Landmark
NextEra Energy and Google to partner on multiple sites across the United States to scale multiple gigawatts (GW) of data center capacity and
Data centre electricity use surged in 2025, even with tightening
Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions - News from the International Energy Agency
The voice of the energy industry Powering the Cloud
The Government and NESO, working alongside industry via the AI Energy Council and wider engagement, should quickly establish clarity over the optimal locations and likely energy impacts of
IEA Study Sees AI, Cryptocurrency Doubling Data
A recent International Energy Agency (IEA) report forecasts that data centers'' total electricity consumption could reach more than 1,000 terawatt-hours
In focus: Data centres – an energy-hungry challenge
Data centres are a vital infrastructure supporting our ever-growing use of cloud storage, social media, AI, streaming services and more. They''re also
Data centers and AI: How the energy sector can meet
The growth of data centers and AI rely on the availability of electric power. Opportunities for investors in power infrastructure and adjacent sectors
New IEA Report Contrasts Energy Bottlenecks with
As AI''s power demands surge, the International Energy Agency warns that grid capacity—not chips—may be the real constraint on intelligence at scale.
CBRE''s 2026 Data Center Outlook: Demand Surges as
Despite fears of a bubble, CBRE''s data shows how the 2026 data center outlook is not defined by demand uncertainty. It is defined by execution risk. Power
Baker Hughes Develops AI-Enabled Power Optimization and
Collaboration brings Baker Hughes'' energy technology and expertise together with Google Cloud''s AI and digital capabilities to meet increasing data center power demands Project will
What Role Do Data Centers Play In Rising Energy
The global AI craze has given energy-intensive data centers yet another boost. But how big is their role in rising global electricity demand really?
OpenAI, Oracle, and SoftBank expand Stargate with five
OpenAI, Oracle, and SoftBank announce five new Stargate AI datacenter sites, accelerating a $500B, 10-gigawatt U.S. infrastructure buildout to
Data Centers, AI, and Energy: Everything You Need to
This guide analyzes how the exponential growth of energy-intensive AI data centers is creating a structural shift in global energy demand, straining
Accelerating Power Demand from Data Centers Is
The artificial intelligence (AI) boom is having a major impact on the energy industry, as cloud-computing giants race to build data center capacity to
AI Market Trends 2026: Global Investment, Risks, and
Discover key market trends as AI becomes the central force influencing growth, earnings, geopolitics, and investment strategy across global markets in
Sustainable Cloud Computing | Amazon Web Services
AWS brings highly scalable, elastic, and secure cloud services to sustainability innovation. Using AWS, organizations can use the broadest and deepest set of
Preparing for 800 VDC Data Centers: ABB, Eaton
Eaton shows off the prototype for its 800 VDC side car at this week''s OCP Global Summit 2025 in San Jose, CA. ABB and NVIDIA have announced a collaboration
Data center sustainability | Deloitte insights
AI-driven data center power consumption will continue to surge, but data centers are not—in fact—that big a part of global energy demand. Deloitte predicts data
Data centres & networks
As the world becomes increasingly digitalised, data centres and data transmission networks are emerging as an important source of energy demand.
US data centers'' energy use amid the artificial
Data centers accounted for 4% of total U.S. electricity use in 2024. Their energy demand is expected to more than double by 2030.
South Korea Strengthens AI Data Center Energy Strategy
South Korea signs a new agreement to improve power stability, renewable integration, and energy coordination for expanding AI data centers.
US Utilities Plan $1.4T for AI Data Centers: 27% Capex Surge
US utilities plan $1.4 trillion in spending through 2030 for AI data centers. Duke Energy leads at $102.2B as power demand hits 9% of US electricity.
Power Demand Explosion: Why Data Centers Are
With artificial intelligence, cloud computing and edge compute expanding rapidly, data centers are projected to consume up to 12% of the U.S.
Data Centers and AI Energy Consumption: The Surge in
Hyperscale data centers account for approximately 40-45% of global data center energy consumption but deliver the majority of cloud computing
2025 Data Center Power Report
Executive Summary The fourth industrial revolution is underway, fueled by rapid advancements in AI and cloud computing. In the US, the rapid deployment of new data center capacity is a strategic
AI Data Center Market Report 2026
Unlike traditional data centers, AI data centers are optimized for massive data throughput, low-latency communication, and energy efficiency. Businesses can
The cost of compute power: A $7 trillion race | McKinsey
In data centers across the globe, millions of servers run 24/7 to process the foundation models and machine learning applications that underpin