Data Centers
3 articlesUS Power Grid Expansion Accelerates to Record 86 GW Amid Global Energy Crisis and Policy Shifts
The United States is set to add a record 86 GW of electric generating capacity in 2026, up from 53 GW in 2025, as global energy disruptions and policy changes drive unprecedented infrastructure investment. Rising oil prices above $80/bbl and Middle East tensions are pushing electricity generation toward coal, nuclear, and backup systems while states grapple with rate pressures.
Hyperscalers Announce Record $300B+ in Data Center Investments as AI Demand Drives Gigawatt-Scale Expansions
Major cloud providers are committing over $300 billion to data center construction in 2026, with Meta, Google, Microsoft and others breaking ground on gigawatt-scale facilities across North America and internationally. The unprecedented expansion, driven by AI workload demands, includes 35 GW under construction in North America alone with 92% pre-leased capacity.
Nvidia Leads $2 Billion AI Infrastructure Push as Hyperscalers Plan $700 Billion Capex Surge
Nvidia invested $2 billion in AI cloud firm Nebius and an additional $2 billion in photonic companies as hyperscalers prepare to spend approximately $700 billion on AI infrastructure in 2026. The investments come amid surging demand for AI computing resources and the unexpected cancellation of Oracle and OpenAI's Texas Stargate expansion project.