Infographic showing projected data center electricity generation by fuel type (coal, natural gas, nuclear, renewables, other) for Global, China, and the U.S. in 2025 and 2035, with a title about AI-driven energy demand.

Microsoft Carbon Capture 2026, $4.75B Alphabet Deal

AI Power Grid Constraints: Microsoft's 2 GW Pullback, $22 B in Canceled…

by Erhan Eren

Dominion Energy Wind 2025, 47.1 GW Data Center Demand

Dominion Energy Grid Constraints, $50.1 B CAPEX Plan, 47.1 GW Data Center…

by Erhan Eren

Area chart comparing AI vs total data center power demand; 2024: AI 4GW vs total 33GW, 2035: AI 123GW vs total 176GW

Southern Co Energy Storage 2026, 10 GW Contracts, EPRI

Southern Company AI Demand Response, $81 B Plan, 10 GW Contracts, and EPRI…

by Erhan Eren

Infographic slide detailing Duke Energy's plan to add ~14 GW by 2031; left: photos of Catawba Nuclear Station, a gas plant site, and Knightdale battery storage; right: strategy bullets.

Duke Energy Grid Infrastructure 2025, $87B Brookfield Plan

Duke Energy AI Grid Upgrades, $87 B Capital Plan, Brookfield Deal, and Coal…

by Erhan Eren

Data center corridor with tall server racks on both sides, colorful cables, and technicians visible in the distance.

Iberdrola AI & Data Center Energy 2026, $2.3B Echelon JV

Iberdrola AI Infrastructure Strategy, $2.3 B Echelon JV, €58 B Plan, and 150+…

by Erhan Eren

Infographic map of the top U.S. data center markets with city names and facility counts

Amazon Private Power Grids 2026, 233 GW ERCOT Queue

Hybrid Energy Strategies for Top 10 US Markets, 40 GW in Texas, 7.9 GW PJM…

by Erhan Eren

Infographic showing oil flow by destination: China 38%, Rest of World 24%, S. Korea 12%, Japan 11%, India 15%; total ~20M barrels/day before the Strait closure.

Total Energies Solar 2026, $300M Nextnorth Project

Solar Investment for Security, Total Energies 440 MW Project, $300 M Financing,…

by Erhan Eren

Isometric diagram showing a data center connected to a battery energy storage system, a cloud, and a power grid via glowing lines.

Cyrus One AI Data Center 2026, $1.2B KKR Investment

Cyrus One Powered Land Strategy, 1.1 GW Calpine Partnership, $1.2 B Investment,…

by Erhan Eren

Stacked area chart showing US LNG export project capacity from 2016 to 2032, rising from 0 to about 35 bcf/d. Areas are labeled by project and status (Completed, Under construction, Approved), with project names on the right and a cumulative capacity increase over time.

AI & Data Center Energy 2026, >$200B U.S. Utilities

Top 10 Clean Energy for AI Investments: Amazon's $10 B Procurement, $602 B…

by Erhan Eren

Bar chart by sector showing 2026 net percentages of expected project value changes (higher vs lower). Green bars indicate positive growth (Data Center 57% highest; Power 34%; Other Healthcare 24%; Hospital 20%; Water/Sewer 16%; Manufacturing 15%; Transportation 11%; Bridge/Highway 10%; Warehouse 5%; Federal 5%; Multifamily Residential 4%; Public Building 1%). Red bars indicate negative growth (K-12 School -1%; Higher Education -5%; Lodging -7%; Private Office -14%; Retail -18%). Rightmost column shows 2025 net changes (green up to 15%, red down to -17%). AGC logo appears on the top right.

Microsoft On-site Power 2026, $100B Azure Expansion

Top 10 Data Center Developers: Tract & Meta's 2 GW Plans and Crusoe's Flared…

by Erhan Eren

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