December 11, 2025

Peter Cook, Editor

Continued announcements and analysis related to power generation, data centers, and skeptics.  The Power Connection is also about to make a big announcement, so keep an eye out for that in the next week or so.

 

Bear in mind that this news digest is for you.  Please feel free to send us any news, analysis, blog, LinkedIn post, or Substack that you think we should include in the newsletter.  We’re always looking for great content to share.  If you have a great article or resource, please send it over so we can share it with the rest of our 12,000+ subscribers!

 

And now, the news…

The Power Connection Digest Issue #35

America’s New Power Paradox: The Grid Can’t Say Yes Fast Enough

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.

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How a Texas gas producer plans to exploit the 'megatrend' of power plants for AI hyperscalers

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.

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Permian sees surge in power, fiber optic needs

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.

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Field Notes on the American AI Frontier: Texas, Arizona, Michigan, and the New Geography of Power

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.

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NOV Announces Sale of Advanced Nuclear Development Company Shepherd Power to Natura Resources in Stock for Stock Transaction

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.

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Bowman Acquires RPT Alliance, Broadens Energy Engineering to Include Utility-Scale Power Generation for Data Centers and Industrial Facilities

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

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Google invests in Fervo’s $462M round to unlock even more geothermal energy

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

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LandBridge Announces BESS Development Agreements with Samsung C&T Renewables

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.

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NextEra Energy To Power Hyperscale Campuses for Google, Meta

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

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Datacenter Boom Drives Rapid Power Grid Innovation

“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.”

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‘No power on the grid’: As America thirsts for energy amid the bitcoin mining and AI boom, Kevin O’Leary and the Trumps are betting on access to power

"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).

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Study: New Approach Slashes 'Time to Power' for AI

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

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Suspicious Minds – Separating Hype from Reality on Data Center Power Demand

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

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