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Data Centers

PJM Pursues Rule Change to Meet Data Center Surge. Critics Fear Gas Suppliers Could Benefit. [Inside Climate News]

There could be a battle brewing after grid operator PJM’s proposed rule changes to fast-track large projects to serve data centers. The changes would allow connections to 10 proposed projects per year in 10 months as opposed to the multiyear backlog that currently exists. However, opponents say it favors natural gas fueled resources because it requires 500 megawatts to qualify and the projects must be completed in three years.

Ask AI-“Who is responsible for NJ energy price increases?”

We ask AI why NJ energy prices are increasing, and to list sources.

Data Centers Put Pressure on Electric Grid [AP]

With massive data centers coming on-line faster than power plants can be built resulting in strains to electric grids, states and grid operators are proposing steps to keep the power flowing.

Amazon to invest $20 billion in Pennsylvania to expand cloud infrastructure [Reuters]

"The investment in Pennsylvania comes less than a week after Amazon said it will invest $10 billion in North Carolina and announced plans to invest more than $5 billion in its new cloud infrastructure in Taiwan."

Data Centers: New Jersey’s Position in a Booming Market

"For New Jersey, the path forward hinges on addressing its power infrastructure challenges and maintaining its competitive edge through continued investment and innovation. Success will mean not only capturing a share of this high-growth sector but also reaping the economic and jobs benefits that come with it."

ICF sees 25% load growth by 2030, up to 40% price increase [UtilityDive]

Dive Brief: U.S. electricity demand could grow 25% from 2023 to 2030 and 78% by 2050, driven in the near term by artificial intelligence data...

The Smart Bet: Natural Gas for AI [National Interest]

After many years of relatively flat demand, the U.S. power system is witnessing significant growth. There is no doubt that the AI revolution is a big part of that paradigm change and excitement, but not all energy sources are equally suited to the task and timelines."

The “Energy Transition” Won’t Happen [City Journal]

"There’s a full-on race in the tech industry, and in tech-centric investment communities, to spend billions of dollars on new AI-infused infrastructures. The furious pace of expanding manufacturing to produce AI-capable silicon chips and simultaneously building massive, AI-infused datacenters is shattering the illusion that a digital economy enables a decoupling of economic growth from rising energy use."

BRILLIANT MINUTES: AI’s energy needs [WBAY TV-2]

AI is going to change the way that we live, work, and play much like the smartphone and personal computer did. Maybe even more. There's...

Powering New Jersey’s Ambitious AI Push

Growth, Jobs, and Energy The data center industry is a massive and rapidly growing sector, valued at over $95 billion in 2023 in the U.S....