AI & Data Center Energy - EnkiAI

A data center aisle with tall server racks on both sides and colorful cables overhead between ceiling trays.

Fuel Cell Energy Fuel Cell 2026, 450 MW SDCL Partnership

Fuel Cell Energy MCFC Data Center Power, 450 MW SDCL Partnership, 12.5 MW…

Table of yearly data center electricity use (TWh) and share of US total demand from 2023 to 2030; 2023: 147 TWh, 3.7%; 2030: 606 TWh, 11.7% (increasing trend).

Amazon Nuclear 2024, $650M Talen Energy Deal

SMR Data Center Projects, 960 MW Amazon Deal, 835 MW Microsoft PPA, and 6 Key…

Line chart showing total data center electricity consumption (TWh) from 2014 to 2028, with a solid historical line and a shaded future range; key points: 1.9% of US total in 2018, 4.4% in 2022, and 6.7–12% by 2028.

Oracle Nuclear 2026, $50B Amazon Partnership

SMR AI Data Center Deals, Oracle's 1 GW SMR Project, Switch's 12 GW Oklo…

Industrial substation with transformers, cooling units, and yellow railings against a snowy mountain landscape in the distance.

Meta Geothermal 2026, 650 MW AES Solar PPA

Geothermal Data Centers, 1, 000 TWh Demand Surge, Meta & Equinix PPAs, and $7.8…

Stacked area chart of cumulative AI infrastructure investment by category from 2024 to 2035, showing AI Chips & Accelerators, Hyperscaler/Cloud Infrastructure, Colocation Data Centers, and AI Model Companies (US$ billions).

Crusoe Energy Geothermal 2026, $750M Brookfield Credit

Enhanced Geothermal Data Centers, 7 GW US Grid Gap, $750 M Crusoe Facility, and…

Timeline of steps for installation and operation of nuclear power by 2030, showing regulatory, site, manufacturing, testing, and infrastructure phases.

Radiant Nuclear 2026, 1 MWe Kaleidos for US Air Force

Advanced Reactor Do D Programs, 8 DIU Contractors, 9 Army Bases, and 2028…

Chart of data-center cooling options by power (3kW–200+ kW) with gray lower and purple upper boundaries; orange shows hybrids.

Switch Geothermal 2026, $1.7B Risk, Fervo Energy

Switch Enhanced Geothermal Strategy, 13 MW Ormat PPA, and 14 24/7 Power Deals…

Diagram of a small modular reactor system: a building connected to a labeled cross-section of the reactor with core, control rods, and pumps (informational)

Microsoft Nuclear 2026, 1,920 MW Amazon PPA

Advanced Reactor PPA Model, 837 MW Microsoft Constellation Deal, 6 GW Meta…

Line chart of projected electricity demand (TWh) from 2010 to 2030 for Hyperscale, Colocation (Retail), and Colocation (Wholesale); wholesale and retail rise steadily, hyperscale increases sharply after 2020.

Google AI & Data Center Energy 2026, 1 GW TotalEnergies

Data Center Grid Constraints, 1, 000 TWh Demand by 2026, 40% Operational…

Chart showing projected data center electricity use (left axis, TWh) and VOYGR-12 units needed (right axis) from 2015 to ~2038. Includes historical data (black), future range (gray), low/high supply (teal/orange), and low/high demand projections (purple/blue) with milestone lines at 2025 and 2030.

X-energy Nuclear 2025, 320 MWe for Dow in Texas

Top 10 SMR Projects: TVA's 6 GW Deal and Meta's Procurement for U.S. Deployment…