Core Insights - Global electricity demand is rising at the fastest pace in 15 years, expected to grow by more than 3.5% annually through the end of the decade, driven by AI infrastructure, advanced manufacturing, and electrification [1][3] Group 1: Power Demand Growth - Global electricity demand increased by 3% annually in 2025, following a growth of 4.4% in 2024, with an average growth rate of 3.6% projected from 2026 to 2030 [3] - Emerging economies, including China, India, and Southeast Asia, will account for 80% of additional power demand by 2030, while advanced economies are also seeing a return to growth after 15 years of stagnation [4] - U.S. electricity demand rose by 2.1% in 2025 and is expected to grow nearly 2% annually through 2030, with data centers driving half of this increase [5] Group 2: Power Generation Sources - Renewables, nuclear, and natural gas are the primary beneficiaries of the electricity demand boom, but their growth is contingent on effective grid connectivity [2] - The need for rapid and efficient expansion of grids is a pressing global issue, as developers face constraints in connecting new capacity to the grid [6] Group 3: Grid Investment Needs - Current global investments in grids are approximately $400 billion per year, which must increase by about 50% to meet the expected growth in power demand through 2030 [7] - The transition to the Age of Electricity will require significant scaling up of grid-related supply chains [7]

Large-scale data centers located in the wrong place or without flexible demand options could hike energy costs, the head of the UK’s grid operator said on Tuesday https://t.co/Bmznc5VyTE ...

Group 1 - The growing demand for data centers (DCs) is attracting significant investor interest, but risks are emerging within the ecosystem [1] - Companies like Blue Owl Capital are highlighted as part of the evolving investment landscape in the data center sector [1] Group 2 - The investment approach emphasizes the importance of a positive mindset, humility, and a commitment to continuous learning for success in a volatile market [1]

New York lawmakers propose a three-year pause on new data centers https://t.co/eedaY2DZSV ...

Because what I do believe is happening this year is the most important year for crypto ever from a utility basis. And if you were to ask me what needs to happen for Bitcoin to get to a million, I will say the same thing I've said repeatedly. What's going on guys.Today's conversation with Jordi Viser is going to blow your mind. He talks about why Bitcoin is crashing, why software companies may be zeros and how all the multiples are coming down, why that's happening, what it means your portfolio, and then we ...

The rapid increase in data centers in Malaysia came under the microscope on Saturday, with the AI-driven buildout drawing its first public protest in the Southeast Asian country https://t.co/Nvz0zWLahl ...

Have you ever considered that the next generation of "computing power factories" might not even be on Earth. In the past few years, AI has turned data centers into new "energy monsters." Electricity, heat dissipation, water supply, and site selection have all become key bottlenecks restricting the evolution of AI. Suddenly, a seemingly futuristic idea was brought to the forefront : moving data centers into space.Building data centers in space might sound like a PowerPoint presentation designed to attract in ...

📊 UPDATE: Big Tech is set to pour $650B into AI this year, spending on data centers, chips, and infrastructure, per Walter B. https://t.co/qU2RUhp0dy ...

>> BLOOMBERG TECH'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: AMAZON SHARES DROP AFTER ANNOUNCING PLANS TO SPEND $200 BILLION THIS YEAR ON DATA CENTERS, CHIPS AND OTHER EQUIPMENT. CAROLINE: BITCOIN REBALANCE AFTER HAVING PLUMMETED ON THURSDAY AND IT NEARED THE 60 THOUSAND DOLLARS LEVEL. ED: WE BREAK DOWN MORE TECH EARNINGS WITH ROBLOX, A FIRM AND THE WARNER MUSIC GROUP. CAROLINE: WE CHECK ON WHAT IS A TENTATIVE BOUNCE BACK AFTER WHAT HAS BEEN A PUNISHING WEE ...

Nvidia CEO Jensen Huang, facing concerns that customers are overspending on data centers, said that the level of expenditures is appropriate and sustainable https://t.co/hVYfguTk7I ...