Data Center Energy Analyst

Cooling Market and Technology Updates

• 🔥 Liquid Cooling Manifolds Growth: MarketsandMarkets projects the data center liquid cooling manifolds...

Nvidia's DSX reference design enables near-zero facility water use via 45°C coolant loops and dry coolers, cutting energy and water costs by up to $4M...

Explosive hyperscale investment of $697.84B by 2031 is running into real grid bottlenecks, with Texas vetting speculative projects and MIT research...

Energy Cost Allocation Reforms

• 🔥 Virginia Data Center Tax: Virginia imposed its first electricity-use tax on data centers, totaling $600...

Chevron and Microsoft’s 20-year PPA for a 2.67GW dedicated gas plant in West Texas lets the hyperscaler bypass grid queues entirely.

• Project Kilby...

As data center power density rises, open-loop geothermal systems offer a stable groundwater thermal sink that can cut chiller energy, eliminate...

AI power demands and grid delays are driving hyperscalers toward dedicated LNG solutions for behind-the-meter generation.

• Market grows from $8.4B...

Borealis Data Center signed a 12MW long-term PPA with Landsvirkjun to power its new HPC building at Blönduós, extending a relationship dating to 2018....

Two hardware trends are converging to cut AI data center energy costs:

• Qualcomm Dragonfly integrates Arm cores with matrix engines on one die,...

Regulatory pressure on data center energy costs is escalating from federal legislation to state taxes, raising direct cost risks for hyperscalers.

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AI revenue is beginning to cover data center depreciation, with global sales hitting $25B in Q1 2026 versus $21B in costs for the second straight...

Corning emerges as a key AI infrastructure beneficiary and potential bottleneck after Meta committed up to $6 billion and Amazon signed a...

Hyperscaler Power Procurement

• 🔥 Chevron-Microsoft 20-Year PPA: Chevron's Energy Forge One signed a 20-year PPA with Microsoft for a 2.67 GW...

Regulatory Grid Changes

• 🔥 FERC Data Center Rules Overhaul: The top U.S. energy regulator ordered the country's electric grid operators to...

FERC's draft orders require six regional grids to justify or revise interconnection rules for hyperscale users within 60 days, targeting cost...

Photonics does not cool data centers directly but cuts energy wasted moving data, lowering the overall heat load. This niche efficiency lever could matter for hyperscale operators focused on total energy costs and margins.

Google, AirTrunk, and European Energy Australia have brought the 25 MW Mulwala Solar Farm online in New South Wales under a corporate PPA, directly...

NuScale's NRC-approved behind-the-meter SMRs with LEU fuel target hyperscale AI data centers to meet surging 24/7 demand. Investors should track regulatory progress, costs, and timelines versus competing power solutions.

Solid-state transformers from startups like DG Matrix use software-defined power electronics to enable multi-port designs that could improve...

Record solar deployment has failed to accelerate decarbonization or ease grid constraints, as transmission bottlenecks and interconnection delays...