News
PJM Moves to Redefine Behind-the-Meter Power for AI Data Centers
1+ week, 16+ hour ago (1702+ words) PJM Interconnection is moving to rewrite how behind-the-meter power is treated across its grid, signaling a major shift as AI-scale data centers push electricity demand into territory the current regulatory framework was never designed to handle. For years, PJM's retail…...
Project Stalled: Grid Bottlenecks Threaten the Fifth Industrial Revolution
10+ hour, 40+ min ago (319+ words) The defining feature of our current data center cycle isn't a shortage of customers or capital; it's a shortage of power that can actually be delivered on time. In the space of three years, large'load interconnection queues have gone from…...
The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
6+ day, 13+ hour ago (1230+ words) Bloom Energy's solid oxide fuel cell technology as deployed at a data center. Power is rapidly becoming the defining constraint on the next phase of data center growth. Across the industry, developers and hyperscalers are discovering that the biggest obstacle…...
Community Opposition Emerges as New Gatekeeper for AI Data Center Expansion
1+ week, 3+ day ago (1576+ words) The rapid global buildout of AI infrastructure is colliding with a new constraint that hyperscalers cannot solve with capital or GPUs: local opposition. The financial stakes are already substantial. Recent reporting indicates that tens of billions of dollars in planned…...
Jensen Huang After the Keynote: Inside Nvidia’s GTC 2026 Press Briefing
1+ day, 16+ hour ago (1552+ words) SAN JOSE, Calif. " The keynote is the spectacle. The press briefing is where Jensen Huang sharpens the argument. On the morning after Nvidia's GTC 2026 keynote, Huang walked into a packed media session in San Jose and spent nearly two hours…...
Jensen Huang Maps the AI Factory Era at NVIDIA GTC 2026
2+ day, 16+ hour ago (1562+ words) Nvidia Co-Founder, President and CEO Jensen Huang delivers media interviews at GTC 2026. SAN JOSE, Calif. " If there was a single message that emerged from Jensen Huang's keynote at Nvidia's GTC conference this week, it was this: the artificial intelligence revolution…...
Onsite Generation: Beating the Power & Interconnect Queue for AI
5+ day, 21+ hour ago (482+ words) Onsite Generation: Beating the Power & Interconnect Queue for AI'Data Center Frontier Onsite Generation: Beating the Power & Interconnect Queue for AI 2:00 PM ET / 1:00 PM CT / 11:00 AM PT / 7:00 PM GMT AI infrastructure growth is now constrained less by demand than by power…...
Why Conduit Choices Matter as Construction for Resilient, High Density Data Centers Soars
1+ week, 3+ day ago (185+ words) Image courtesy of Champion Fiberglass The rapid expansion of data center capacity is placing renewed focus on one of the most fundamental, yet often underestimated, elements of electrical infrastructure: conduit systems. As medium-voltage distribution grows in scale and complexity, conduit…...
AI Infrastructure Brief: Power, Capital, and Silicon Collide in the Next Phase of the Data Center Buildout
1+ week, 6+ day ago (1592+ words) An aerial rendering of Prologis' Project Mila data center in Butler County, Ohio near Cincinnati. The global race to build infrastructure for artificial intelligence is accelerating across North America, reshaping the economics, politics, and physical footprint of the data center…...
DCF Show Video: Powering AI When the Grid Can’t
2+ week, 2+ day ago (1761+ words) This special edition of The Data Center Frontier Show Podcast is a recast and 2026 update of the DCF Trends Summit 2025 panel moderated by Fengrong Li (FTI Consulting): "From Grid to Onsite Powering: Optimizing Energy Behind the Meter for Data Centers....