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AI training clusters are leaving Nvidia H100 chips idle more than half the time because switching fabrics cannot keep pace with compute demands. Here is what the industry needs to change.
From a voter-approved municipal ban in California to a $25 billion hyperscale wave in Missouri, July 2026 brought a surge of data center construction news, regulatory shifts, and community tension across the US.
Planning documents from Georgia Power, Duke Energy, and Dominion Energy reveal three distinct approaches to filtering AI data center demand and prioritizing transmission investments.
The Sijbrandij Foundation has assembled 12 technology and energy partners to create a common framework for powering AI data centers, aiming to cut through the fragmented vendor landscape slowing deployments.
Brookfield Asset Management has grown its financing partnership with Bloom Energy fivefold, bundling capital with on-site fuel-cell generation to help AI developers bypass grid interconnection delays.
Google's 2026 Environmental Report reveals electricity demand jumped 37% last year, the largest annual increase in company history, while clean grid capacity continues to lag behind.
National Grid Ventures is investing $1.75 billion in power developer Joulent, which builds dedicated generation facilities adjacent to hyperscale AI campuses to bypass strained utility interconnection queues.
