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Inside National Grid’s $1.75 billion bet on Joulent
Joulent emerged from stealth in late June, purpose-built to develop power plants for GW-scale AI data centers.
Bianca GiacoboneJul 10, 2026 -
Plug-in solar meets the grid crisis
Why Americans are bolting solar panels to their balconies, and what the July 4th heat wave revealed about mounting grid stress
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Why data centers powered by off-grid gas flunk a new climate investor test
The Rhodium Group assessed what power solutions advance decarbonization.
Catherine BoudreauJul 9, 2026 -
An alternative vision of residential flexibility for data centers
Inside Renew Home, Sunrun, and Tesla’s 16 GW push to route existing capacity to the AI boom.
Maeve AllsupJul 9, 2026 -
Inside the AI power wars
SemiAnalysis’ Jeremie Eliahou Ontiveros breaks down the different energy strategies of hyperscalers and AI labs like OpenAI and Anthropic.
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Duke Energy’s ‘light-touch’ large load tariff could be a problem.
The proposal lumps data centers together with conventional large users, leaving the latter exposed to rate pressure driven by the AI boom.
Bianca GiacoboneJul 8, 2026 -
Inside Mainspring’s plan to wrangle the ‘ripple effects’ of the AI boom
As IPO rumors swirl, the company is getting more selective about its data center pipeline.
Maeve AllsupJul 6, 2026 -
The rise of hyperscaler efficiency-washing
Google and Amazon are both emitting more than ever, but emphasizing their improving efficiency even as energy use booms.
Lisa Martine JenkinsJul 2, 2026
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How Gridware’s grid monitoring sensors won over a career lineman
The technology monitors vibrations and the electrical field around utility poles, to detect faults and prevent wildfires.
Bianca GiacoboneJul 24, 2026 -
Why energy bills may keep rising, even as utilities join Trump’s AI ratepayer pledge
The White House is taking credit for customer savings. But real change may ultimately be up to states.
Catherine BoudreauJul 23, 2026 -
The multi-billion dollar promise of vehicle-to-grid integration
The Vehicle-Grid Integration Council’s Steve Letendre unpacks the technology’s potential, as well as its hurdles to mass adoption.
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Survey: As community scrutiny grows, data center developers turn to on-site power
While power availability remains the top challenge, 28% cite local opposition as a worsening barrier.
Latitude StudiosJul 22, 2026
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