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Powering the AI Transition

Data centres built for artificial intelligence have become the fastest-growing source of new electricity demand in the United States and a growing one in Europe, the Gulf and Asia.

94 articles · Updated 12 October 2026 · From January 2025, ongoing

Why it matters

Data centres built for artificial intelligence have become the fastest-growing source of new electricity demand in the United States and a growing one in Europe, the Gulf and Asia. Our series follows the load forecasts and queues in ERCOT, PJM, MISO, SPP, CAISO, NYISO and ISO-NE, capacity prices, large-load tariffs, co-location at nuclear and gas plants, behind-the-meter gas, nuclear and SMR deals, hyperscaler clean-energy buying, transmission, water and cooling, chip efficiency, and data centre energy policy from Ireland to Pakistan.

Key developments

  1. FERC Rejects Most of PJM's Plan to Connect Data Centers Without Matching Capacity Read our analysis

  2. Energy Department Presses PJM to Shield Ratepayers From Data Center Backstop Costs Read our analysis

  3. Pakistan's AI Data Centres Are Arriving Megawatt by Megawatt, Into a Winter Gas Squeeze Read our analysis

  4. Data Centers Now Rival LNG Terminals in the Race for New U.S. Gas Read our analysis

  5. Virginia's Data Centers Sit on 33 GW of Diesel Backup as Diesel Tops $6 Read our analysis

Our coverage 94 articles

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