A new report from the Environmental Defense Fund and Atlas Public Policy finds that planned fossil fuel power capacity jumped from 5% of new US electricity projects in 2024 to 30% by mid-2026, even as electricity demand rises due to data centers, factories and EVs. The report notes solar and wind still generate more power than coal and that solar was the fastest-growing source added in 2024, but warns gas development could reach 68 gigawatts by 2030 if current trends hold.
Most bubble coverage mixes four different claims that have little to do with each other. Separating them is the difference between information and mood.
Google is seeking to build a 780-megawatt AI data center in Pine Island, Minnesota, under a deal with utility Xcel Energy in which Google would finance 1,400 megawatts of wind, 200 megawatts of solar and 300 megawatts of battery storage — more capacity than the data center itself is expected to use. Xcel says the added power will serve all local customers, not just Google, and the agreement includes minimum demand charges and exit fees requiring Google to keep paying even if it doesn't use all the power.
Several US nuclear power plants that had been shut down are being evaluated or prepared for restart, with utilities citing rising electricity demand. Data centers, particularly those supporting AI computing, are cited as a key driver of this increased power need.
Ahead of November's midterms, Democratic lawmakers are signaling plans to intensify oversight of AI companies if they regain control of one or both congressional chambers. Senior Democrats on key committees have pointed to data center tax credits and recent hacking incidents as areas they want to investigate, with committee control potentially letting them subpoena documents and call tech CEOs to testify.
Trade group 7x24 Exchange International is promoting a children's story, 'What is a Data Center?,' featuring a honey badger character touring a facility to learn why data centers matter. The effort is part of a broader push by data center companies and industry groups—including job programs, tax-break lobbying, and local chapter outreach like the Potomac chapter of the Association for Computer Operations Management—to build goodwill with communities and young people as opposition to large data center construction grows.
A Wall Street Journal risk briefing notes that major technology companies are bringing data centers online ahead of schedule even as artificial intelligence development confronts a significant new obstacle. The same report says U.S. tariff pressure is pushing other countries to strengthen their forced-labor regulations.
Ukraine has carried out drone attacks over the past week targeting several of Yandex's major data centers, disrupting Russian consumer apps including shopping and taxi services in major cities. A Cloudflare report found that while the attacks caused real service outages, Russian bot-driven disinformation traffic was not eliminated but instead shifted to other hosting providers.
Firma Power is offering data center operators a way to source power from new wind, solar and battery storage projects rather than defaulting to gas plants. The startup's pitch comes as the U.S. is set to add a record 86 gigawatts of clean energy capacity this year, with many more low-cost projects awaiting connection to the grid.
Cyrus Beschloss, CEO of data marketplace Verb, said at CNBC's Trading the Midterms event that many people who publicly oppose AI and data center construction continue to use tools like ChatGPT. He argued that if forced to choose between shutting down data centers entirely or losing access to such AI tools, many critics would find the decision far harder than their public stance suggests.
NorthPoint Development's planned Amazon Web Services data center campus, dubbed 'Project Hazelnut,' includes an offer of $10,000 in direct cash to every resident of Hazle Township, Pennsylvania. Despite the payout, residents are organizing against both the data center and the associated transmission lines needed to power it, according to PennLive reporting.
Nvidia and Cisco have jointly unveiled Ultra-Dense Small Form Factor Pluggable (USFP), a new optical transceiver standard supporting 400Gb/s per lane, the first interface to do so. Cisco says the module is designed to eventually reach total transfer rates of 12.8Tb/s, offering four times the bandwidth of existing 200Gb/s optics and 1.3x better power efficiency. Initial USFP transceivers will have 16 full-duplex lanes and work with both switches and Nvidia's SuperNIC adapters, which move data between GPUs using the RoCE protocol.
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