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Data Center Energy Demand

Growth in US data center electricity consumption and its effects on grid reliability and ratepayer costs.

Current stories

leadershipOne report1 publisher

Utilities are pricing data-center demand into electricity rates

New Jersey's utilities board warned power bills could rise up to 20% from June 1, with data centers a key driver. Utilities elsewhere are building the same demand into their pricing, so energy belongs among the costs an operator should expect to climb.

Publishers:cbsnews.com

Reality

Evidence55
Adoption30
Hype gap+20
Incentives40
Confidence50
scienceOne report1 publisher

Google's Suncatcher satellite carries four AI chips that must cool down after each 15-minute Gemini run

Google's Project Suncatcher is launching four processors that can run Gemini for only 15 minutes before they must shut down to cool. Heat, launch mass and downlink stand between that payload and the orbital data centers SpaceX pitched when it went public in June.

Reality

Evidence55
Adoption8
Hype gap+55
Incentives70
Confidence50
productConfirmed2 publishers

Calvert Cliffs will add 190 MW by 2032 under a 20-year Amazon power contract

Amazon signed a 20-year deal for 690 MW from Constellation's Calvert Cliffs nuclear plant, backing a 190 MW uprate due between 2030 and 2032. Most of the contracted power is output the plant already makes, so the deal is mainly a long cost arrangement for Amazon on power that other PJM buyers share.

Reality

Evidence55
Adoption40
Hype gap+25
Incentives70
Confidence60
investOne report1 publisher

Five midstream deals worth $14.7 billion keep pipeline M&A moving through an energy freeze

Pipeline buyers led by Williams and ONEOK paid about $14.7 billion in five midstream deals while upstream M&A largely stalled, Fortune reports. Most sellers are private equity firms getting their price from buyers betting on Gulf Coast LNG and data-center gas demand.

Publishers:fortune.com

Reality

Evidence45
Adoption
Not scored
Hype gap+20
Incentives45
Confidence50
productOne report1 publisher

Australia's draft guidelines would make data centers register for demand response

The federal consultation paper would have developers bring their own new renewable generation and hold a market registration they can be called on, and it lands as AEMO pulls its 34TWh data center forecast forward to 2036.

Reality

Evidence40
Adoption20
Hype gap+22
Incentives55
Confidence45
productOne report1 publisher

New York holds the only statewide data centre pause a site plan must obey today

No state bans data centres, and New York's freeze, triggered at 1 MW of peak demand, is the only statewide one in force. Of the 15 states with named moratorium bills, six are already dead and two of the live ones end on someone else's timetable.

Publishers:mashable.com

Reality

Evidence52
Adoption12
Hype gap+25
Incentives25
Confidence45
productOne report1 publisher

Philadelphia's moratorium campaign beat the first data center proposal to City Hall

Philadelphia has named two candidate data center sites, one of them in the Grays Ferry neighborhood that lived next to the East Coast's largest oil refinery, and residents there are already at City Hall asking for a moratorium.

Publishers:techcrunch.com

Reality

Evidence52
Adoption46
Hype gap+18
Incentives62
Confidence50
scienceOne report1 publisher

An electric field reverses the magnetization inside 190-nanometer multiferroic dots

A Science Tokyo group read the same BiFeO3 nanodots with a polarization microscope and a magnetic one, and watched the polarization pattern turn inside out as the magnetization flipped. That is the condition voltage-written magnetic memory had to meet.

Publishers:phys.org

Reality

Evidence62
Adoption6
Hype gap+28
Incentives60
Confidence57
investOne report1 publisher

Texas's data-center tax break outgrew its own forecast by about seventeen times in three years

The comptroller's office once scored the 2027-2028 cost of the exemption at $180 million and now scores it above $3 billion. The chair of Senate Finance says she may file to repeal it when the session opens in January.

Publishers:kut.org

Reality

Evidence70
Adoption82
Hype gap+12
Incentives62
Confidence66
productOne report1 publisher

Data centers' on-site power plan runs through a platinum catalyst problem

A study published August 6 reports a carbon scaffold that keeps platinum-cobalt particles under 5 nanometers at 1,000 C. It held 85% of performance after 150,000 voltage cycles.

Publishers:gizmodo.com

Reality

Evidence36
Adoption8
Hype gap+44
Incentives62
Confidence44