AI’s biggest bottleneck isn’t algorithms—it’s electricity. The explosion of data centers is straining a system built for abundance—now confronting scarcity as AI demand outpaces the grid’s ability to keep up. Experts warn the US must add power fast, from every available source. Jeff Weiss, Executive Chairman of Distributed Sun & truCurrent, put it bluntly: “Electricity scarcity is upon us, and this is the new world for industrials, for data centers, for consumers, where electricity is not abundant and we need to manage sources of power. We’ve never had this in America.” And Clint Vince, Chair of the US Energy Practice at Dentons, emphasized the role of renewables: “Solar combined with battery storage has been doing very well, not as a complete solution…but it’s a partial solution that’s very important, because we’re going to need as much generation as we can get, as quickly as we can get it.” The signal is clear: this is an all-of-the-above moment—new generation from renewables, nuclear, and gas, paired with smarter grid flexibility. At truCurrent, that’s what we’re building every day: clean, flexible energy solutions that turn power from a constraint into a competitive advantage. 🔗 Read the full article in Energywire (via EnergyWireNews / POLITICO Pro) here: https://lnkd.in/g7RnK-Dn (subscription may be required) #EnergyScarcity #CleanEnergy #AIPowerDemand #GridFlexibility #DataCenters
AI's electricity bottleneck: Experts warn of power scarcity, push for renewables.
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Electricity scarcity is upon us, as we discussed at the United States Energy Association press briefing. Demand outstrips supply by 3x. We’ve never had this in America. Our 20th century regulatory framework won’t support radical 21st century growth. It’s time for utilities to innovate to meet industrial, AI, transportation and consumer demand. At truCurrent we’re helping utilities, data centers, universities, and industrial customers build smart grid, flexible energy solutions to gain competitive advantage.
AI’s biggest bottleneck isn’t algorithms—it’s electricity. The explosion of data centers is straining a system built for abundance—now confronting scarcity as AI demand outpaces the grid’s ability to keep up. Experts warn the US must add power fast, from every available source. Jeff Weiss, Executive Chairman of Distributed Sun & truCurrent, put it bluntly: “Electricity scarcity is upon us, and this is the new world for industrials, for data centers, for consumers, where electricity is not abundant and we need to manage sources of power. We’ve never had this in America.” And Clint Vince, Chair of the US Energy Practice at Dentons, emphasized the role of renewables: “Solar combined with battery storage has been doing very well, not as a complete solution…but it’s a partial solution that’s very important, because we’re going to need as much generation as we can get, as quickly as we can get it.” The signal is clear: this is an all-of-the-above moment—new generation from renewables, nuclear, and gas, paired with smarter grid flexibility. At truCurrent, that’s what we’re building every day: clean, flexible energy solutions that turn power from a constraint into a competitive advantage. 🔗 Read the full article in Energywire (via EnergyWireNews / POLITICO Pro) here: https://lnkd.in/g7RnK-Dn (subscription may be required) #EnergyScarcity #CleanEnergy #AIPowerDemand #GridFlexibility #DataCenters
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AI Is Driving Explosive Growth in U.S. Energy Demand — Can We Keep Up? With the rise of AI-powered data centers, factories, and commercial buildings, the U.S. is entering an era of unprecedented electricity demand — especially during peak summer months. According to BNEF, demand will double from 39GW in 2024 to 78GW by 2035. To meet this challenge, only one technology is scalable, fast-to-deploy, and cost-effective enough: ➡️ Utility-scale solar. But there’s a deadline. The “One Big Beautiful Bill Act” will drastically reduce solar incentives after July 3, 2026. Projects that aren’t under construction before then risk losing IRA benefits. 💡 Why solar still leads — even as gas prices dip: 🔹 Lazard’s 2025 Levelized Cost of Energy+ report: • Utility solar: $0.038–$0.212/kWh • Combined-cycle gas: $0.048–$0.107/kWh • Nuclear: $0.141–$0.220/kWh “Despite macro challenges, utility-scale solar remains the lowest-cost and most deployable form of new-build energy — even without subsidies.” – Lazard LCOE+ 2025 🏗️ At Thornova Solar, we’re enabling developers and EPCs to move fast with: ✅ High-efficiency, U.S.-ready solar modules ✅ Strong stock availability ✅ Support for utility, commercial & industrial scale projects ⚠️ Protect your incentives. Meet AI-driven demand. Stay ahead of policy shifts. 🔗 Learn more: www.thornovasolar.com #ThornovaSolar #UtilityScaleSolar #AIandEnergy #CleanEnergy #EnergyTransition #SolarForDataCenters #IRA #SolarModules #USPowerGrid #LCOE #SolarDeployment #Solar2025
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⚡ Industry insight on how Big Tech is saving energy use at data centers... U.S. grid capacity is dwindling and data center operators are working on innovative technologies and systems to increase energy efficiency. Microsoft is investing in liquid and natural air cooling to reduce energy and water use, plus AI-driven tools to maximize computing efficiency. “We’re dealing with constraints like the rest of the marketplace,” Bobby Hollis, VP of energy at Microsoft, told Reuters Events. Availability of power and grid infrastructure has become a critical driver of site selection for data center developers. Larger data center complexes are being developed with some surpassing 1 GW, equivalent to one large nuclear reactor. “We are having to make geographic choices based on the fact that that we need to move pretty quickly to deploy the infrastructure that we need," Hollis told Reuters Events. "If one location is moving significantly slower than another because of interconnection or transmission line requirements, then we might have to go to another location." Read the full article here: https://lnkd.in/eUVVDpG7 Join 3,000+ senior decision-makers across energy and finance at Reuters Events Energy LIVE 2025. https://lnkd.in/eumJpgHH Download our exclusive report: Soaring US Power Demand Opens New Paths for Developers. https://lnkd.in/ev2ZJpJD For exclusive insights on the energy transition, sign up to our newsletter. https://lnkd.in/eKYGZDiv Bobby Hollis Microsoft
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🌍 Grid stability in a renewable world is no longer an engineering footnote—it’s an investment theme. At our latest I Squared Insights webinar, industry leaders from Reactive Technologies, Siemens Energy, and Fluence explored what happens when the fossil-fuel plants, that once provided a natural grid stabilizer, disappear. 🔌 The challenge: Spain’s blackout in April showed how small disturbances can cascade into system-wide failures when renewables dominate supply but don’t provide inertia or reactive power. ⚡ The solutions: Technologies already exist—synchronous condensers, STATCOMs, and increasingly, battery systems with grid-forming inverters. Costs are falling fast, with storage scaling from the equivalent of two nuclear plants in 2020 to ten today. 🏛️ The enablers: Regulation and coordination are as important as technology. Public–private cooperation will determine how quickly stability infrastructure is built and financed. 💰 The opportunity: Storage alone could represent a €65bn investment market in Europe over the next five years. Investors willing to underwrite resilience will find opportunities in equipment, software, and services across regions. As one panelist put it, moving from fossil grids to renewable grids is like trading a steam train for a sports car—faster, cleaner, but requiring a new way to drive. #infrastructure #gridstability #energytransition #renewables
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Agrivoltaics Project Manager and Solar Energy Sales Consultant ATTENDING SOLAR FARM SUMMIT 2025
Energy Innovators Unveil a New Kind of Microgrid for Data Centers These are the times that make energy innovators rub their hands together in anticipation. Problem and opportunity await them in almost equal measure. Their creative thinking is in high demand. Today’s problem? It’s hard to build new, large-scale power. Renewables face loss of tax incentives and a hostile federal government. And all power plants — fossil fuel and renewables — encounter various development challenges that can take years to overcome. Then there’s the opportunity: Demand for electricity is higher than it’s been in decades. In short, the world needs more power but it’s hard to build. Where microgrids fit in Microgrids are emerging as a solution because they can be installed relatively quickly and avoid interconnection delays. But microgrids are also changing — being reinvented for the times. A new microgrid introduced by industry giants Eaton and Siemens offers a good example. The companies came together after noting some troubling market activity. They saw data center developers rushing into long-term energy contracts in a kind of frenzy born out of a perception that power is becoming scarce. Some of the deals have raised eyebrows, such as the reopening of the Three Mile Island nuclear plant... https://lnkd.in/gjB6ckje
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Is America's power grid ready for the future? With electric cars, AI data centers, and manufacturing reshoring, demand is set to skyrocket, straining an already D+-rated grid. The US isn't facing a shortage of energy resources, but rather infrastructure challenges, like pouring a fire hose through a straw. While renewables are increasing, they may not be enough to meet demand. Expect higher energy price volatility, infrastructure opportunities, and reliability challenges. Will the US step up and fix its grid, or are rolling brownouts in our future? #energy #infrastructure #AI #electricvehicles #renewables #investing
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Pacifico Energy is set to embark on a groundbreaking initiative with plans for a 5-GW off-grid power project in Texas. The project will encompass over 8,000 acres in Pecos County, Texas, dedicated to establishing a self-contained power generation campus. This campus is strategically crafted to cater to hyperscale data centers and AI infrastructure, operating autonomously from the ERCOT grid. The innovative project will feature 5 GW of off-grid electrical generation, integrating high-efficiency natural gas turbines with cutting-edge battery storage systems. Anticipated milestones include 1 GW expected to be online by 2028, with the full 5 GW operational target set for 2030. Stay tuned for the evolution of this forward-looking endeavor in the realm of sustainable power solutions. #ai #naturalgas #energy #oilandgas
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Pacifico Energy is set to embark on a groundbreaking initiative with plans for a 5-GW off-grid power project in Texas. The project will encompass over 8,000 acres in Pecos County, Texas, dedicated to establishing a self-contained power generation campus. This campus is strategically crafted to cater to hyperscale data centers and AI infrastructure, operating autonomously from the ERCOT grid. The innovative project will feature 5 GW of off-grid electrical generation, integrating high-efficiency natural gas turbines with cutting-edge battery storage systems. Anticipated milestones include 1 GW expected to be online by 2028, with the full 5 GW operational target set for 2030. Stay tuned for the evolution of this forward-looking endeavor in the realm of sustainable power solutions. #ai #naturalgas #energy #oilandgas
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An energy executive committed to safety, empowering people, and delivering transformative solutions.
West Texas is no longer speculative, it’s strategic. The energy corridor from Pecos to Midland is becoming the backbone of AI infrastructure, data resilience, and off grid innovation. There is opportunity for teams ready to execute utility scale solutions with urgency and expertise. Now is the time to align capital, talent, and execution. #WestTexas #Energy #EnergyInfrastructure #AI #StrategicGrowth
Pacifico Energy is set to embark on a groundbreaking initiative with plans for a 5-GW off-grid power project in Texas. The project will encompass over 8,000 acres in Pecos County, Texas, dedicated to establishing a self-contained power generation campus. This campus is strategically crafted to cater to hyperscale data centers and AI infrastructure, operating autonomously from the ERCOT grid. The innovative project will feature 5 GW of off-grid electrical generation, integrating high-efficiency natural gas turbines with cutting-edge battery storage systems. Anticipated milestones include 1 GW expected to be online by 2028, with the full 5 GW operational target set for 2030. Stay tuned for the evolution of this forward-looking endeavor in the realm of sustainable power solutions. #ai #naturalgas #energy #oilandgas
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Welcome to the new energy math: coal → gas → data → profits. But where does the planet fit in? As AI workloads explode and hyperscalers race to deploy at scale, “time-to-power” is now as critical as rack space or cooling. That’s why Babcock & Wilcox and Denham Capital are converting former coal plants into natural gas-fired power stations, built specifically to support data center campuses across the US and Europe. It’s fast. It’s efficient. It leverages legacy grid access. But it’s not green. Natural gas cuts emissions in half compared to coal, but still produces CO₂ and methane. It cannot compete with renewables long term. So the question is: Can we meet the uptime demands of AI infrastructure without locking ourselves into yesterday’s energy logic? The future of data is here. Now we need the future of power to catch up. #DataCenters #AI #Coal #Gas #Renewables
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