Power availability is becoming the dominant site-selection factor for new data-center capacity.

The nuclear revival is increasingly driven by energy security, firm capacity and industrial competitiveness.

Volatile AI workloads are creating power-quality challenges inside data centers as well as on the grid.

Amazon’s proposed off-grid generation illustrates how hyperscalers are bypassing grid constraints to secure capacity.

Solar and wind cost trends are changing how energy portfolios allocate capital and assess fossil alternatives.

Europe’s proposed AI gigafactories could create concentrated, long-duration demand for power and grid capacity.