You can tell a lot about a country by what it can build quickly and what it cannot. When it comes to the one thing every model, every data center, and every digital dream requires, we move like a nation stuck in cement. Power infrastructure.

BKV is on the brink of making a deal with a hyperscaler to provide immediate gas-fired power to an AI data center campus, according to analysts, before buying and building more power plants.

At its annual meeting this week, MOTRAN focused on the growth of electric transmission lines, power plants, natural gas pipelines and the partnership of Permian Basin operators with large-scale AI data center developers. Our own Joseph Triepke was there to share his expertise.

Suhail Tayeb shares yet more insights. Here he talks about how the AI frontier is defined by where the grid, the water, the politics, and the cooling can physically support what they want to build.

As part of the transaction, NOV and Natura have signed an MOU to establish a supply chain agreement where NOV will provide manufacturing and project management expertise to support scaled deployment of Natura’s advanced nuclear reactors.

“Their speed-to-energization expertise contributes to our strategy of providing one-stop design and engineering solutions to data center, utility and industrial customers.”

Large tech companies like Google and Meta have been eyeing geothermal as a potential solution to their energy needs.

LandBridge announced that it has entered into development agreements with subsidiaries of Samsung C&T Renewables providing the option to lease acreage for two potential Battery Energy Storage System ("BESS") projects in Pecos and Loving counties, Texas with an aggregate capacity of 350 MW.

Plans 3 Gigawatt Campuses with Google, Inks Major Solar and Storage Deals with Meta

“The hotspots are getting hotter,” BloombergNEF senior researcher Limandibhratha told Semafor. “Right now, supply is somewhat keeping up with the pace of demand. But it’s really going to put a strain on the grid.”

"We're doing it in West Texas, using some of the lowest energy costs," said Eric Trump to Yahoo Finance recently about American Bitcoin (1).

A new study finds that combining load flexibility and “bring your own power” strategies could accelerate data center deployments by 3 to 5 years.

Article looks at the largest U.S. data centers in operation today and the amount of grid power they’re consuming.