Tag: Data Centers
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The Turbine Bottleneck
AI data centers are accelerating demand for gas-fired power, but turbine production is concentrated among only a few manufacturers with years-long backlogs. The resulting shortage is raising costs, delaying projects, and revealing how the expansion of artificial intelligence increasingly depends on heavy industrial infrastructure.
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PJM Overhauls Its Interconnection Queue to Prioritize Ready-to-Build Energy Projects
PJM is replacing its first-come, first-served interconnection queue with a system that prioritizes viable, ready-to-build energy projects. By filtering out speculative proposals, the grid operator aims to reduce delays, accelerate new power generation, and support the surging electricity demand created by AI data centers.
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FERC Targets the Interconnection Bottleneck Holding Back America’s Energy and AI Expansion
FERC is pressuring six regional grid operators to reform years-long interconnection backlogs that are delaying new energy projects and data center expansion. By prioritizing viable, construction-ready projects over speculative proposals, regulators hope to accelerate grid access and remove a growing bottleneck for America’s energy and AI ambitions.
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The Problem With Giant Data Centers
Across the United States, communities are delaying giant data center projects as concentrated AI infrastructure strains local grids, water supplies, and public support. The backlash reveals that the next phase of AI growth may depend less on better models than on where—and how—compute is physically built.
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Semiconductor
The material and electronic basis of modern computation A semiconductor is a solid material whose ability to conduct electrical current falls between that of a conductor and an insulator. Its place on this spectrum depends on how easily electrons can move through the material. Conductors, such as copper, aluminum, and gold, contain a high density…
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OpenAI’s Full-Stack AI Strategy
OpenAI’s custom Jalapeño chip marks its evolution into a full-stack AI company. By designing hardware and software together, the company aims to dramatically reduce the cost of inference, accelerate AI deployment, and reshape the economics of intelligence.
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Europe’s Race to Build AI Infrastructure
Europe is building 35 NVIDIA-powered AI supercomputers across 23 countries, marking a major shift toward sovereign compute and positioning AI infrastructure as a strategic resource for scientific research, economic competitiveness, and national security.
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Sodium Batteries and the Future of Grid Storage
CATL’s commercial-scale sodium-ion batteries mark a major milestone in grid energy storage. By reducing dependence on lithium and enabling cheaper, more scalable renewable energy storage, sodium-ion technology strengthens the electrical foundation for AI, robotics, and data centers, helping build the resilient, high-energy infrastructure required for an increasingly electrified civilization.