“Natural gas will benefit significantly from the rising electricity demand and the requirement for 24/7 uninterrupted supply. It is most flexible among all energy sources and an abundant domestic resource,” Goldman Sachs said.

Fermi America announced plans today to dual list on London Stock Exchange and Nasdaq in an IPO raising up to $550m targeting a valuation of c. $13bn.

The report, 2025 North America virtual power plant market, finds that the VPP market broadened more than it deepened, with the number of company deployments, unique offtakers, and market and utility programs monetized each growing more than 33%, while total capacity grew a more modest 13.7%.

“We’re just getting going here in Abilene, Texas, but you’ll see this all around the United States and beyond,” OpenAI CFO Sarah Friar told CNBC.

Data Power Supply explains why they think grid power is no longer guaranteed, diesel is unsustainable, and behind-the-meter (BTM) solutions are mission-critical.

The traditional grid-connected model for data centers is crumbling under the weight of regulatory inertia and physics. Smart operators are going around the system entirely, and the economics are forcing everyone's hand.

Policymakers have a vital role in ensuring that a lack of energy does not become America’s Achilles’ heel.

Article takes a look at growth in manufacturing (with Texas leading the way) and skilled worker shortages, the re-shoring of manufacturing also increases power demands.

“Meeting this unprecedented demand takes more than production alone,” said Ed Longanecker, president of the Texas Independent Producers and Royalty Owners Association, a trade group. “It requires a strong network of pipelines and infrastructure to move natural gas efficiently and ensure reliable power for end users. In Texas, expanding this network has never been more important to keep pace with growth.”

Group will research how data centers use energy, other resources.

With billions being poured into these facilities, the question is not only about who owns the servers but also who shapes the future of economies and alliances in the AI era.