Power Grid
8 articles on this topic, newest first.
Nov 2026 3 stories
OpenAI Keeps Building Data Centers, but the Cost Rules Are Changing
Enterprise business doubled in a quarter, OpenAI's CFO says. But without funding and power, a data center does not run.
Why Residents Push Back on AI Data Centers, and What OpenAI Is Promising
OpenAI has unveiled a community compact for its future campuses. For investors, the timing of power hookups and approvals may matter more than the size of the build.
Midterms Matter Less for Big Tech Than Whether Data Centers Get Built
The next obstacle in the AI race may be the power grid, building permits and local consent rather than GPU performance. The question for investors is less which party wins than how fast and how economically planned data centers can come online.
Oct 2026 4 stories
Why AI Data Centers Are Starting to Make Their Own Electricity
The GPUs are secured, but the power is not. In the AI data center race, how fast a builder gets electricity is becoming a bigger variable than how cheaply it buys it.
Nvidia and AMD Back Common Design to Build AI Data Centers Like Lego Blocks
A new Open Compute Project spec aims to let one building host rival chip systems. Whether it speeds up construction is not yet confirmed.
US AI Data Centers Are Headed for 90GW. Gigawatts Now Matter More Than Dollars
Goldman Sachs expects US data center capacity to grow from 64GW at the end of 2026 to 90GW at the end of 2027. The AI race is moving from buying GPUs to building power plants and transmission lines alongside them.
AI's Next Bottleneck Is Power, Not GPUs
Jensen Huang and Elon Musk sent the same warning in Washington. The AI race is widening from building better models to supplying power and chips at industrial scale.
Sep 2026 1 story
Nvidia and Google Want AI to Take a Break When the Grid Runs Short
The power problem for AI data centers has looked like a question of how many new plants to build. Nvidia and Google are offering a second answer: delay the AI work that can wait until the grid's worst hours pass.
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