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AI Data Center Buildout Hits Grid Bottlenecks, Forcing Delays and Off-Grid Plans

Equipment backlogs push projects toward on-site power or large battery contracts.

Microsoft, Chevron Enter Exclusive Talks on West Texas Gas Power for AI

GE Vernova Rallies as Wells Fargo Raises Target, Extending Bullish Run

Meta to Fund Seven Gas Plants, Transmission to Power Louisiana AI Campus

Google Poised to Finance Anthropic-Leased $5 Billion Texas Data Center

Crusoe to Build 900 MW AI Campus in Abilene for Microsoft

Japan Temporarily Lifts Coal Plant Limits to Guard Power Supply

NVIDIA, Emerald AI Team With U.S. Power Giants to Build Grid-Flexible AI Factories

SoftBank’s SB Energy to Build 10GW AI Campus at Ohio DOE Site With 10GW of New Power

U.S., SoftBank Launch 10-GW AI Data Center and Gas Power Buildout at Ohio DOE Site

Voltage Surge Triggered Iberia Blackout, ENTSO-E Finds in Final Report

IREN Rallies as AI Data‑Center Buildout Nears April Milestone, With Dilution Risk in Focus

HD Hyundai Electric Breaks Ground on $200 Million Alabama Plant to Boost U.S. Transformer Capacity

Mistras Group Posts 5.1% Q4 Revenue Gain on Aerospace and Power Strength

Cuba Blackout Persists After Boiler Rupture at Guiteras Plant

GE Vernova Near Record Highs on AI Power Boom, Strong Backlog and Upgraded 2026 Outlook

GIP and EQT to Take AES Private in $33.4 Billion Deal

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

Texas Grants 6 GW Clean Air Permit for Fermi’s 11 GW Project Matador

Hut 8 Posts $302 Million Q4 Loss on Bitcoin Write-Down as AI Pivot Accelerates