Industry: Data centers

The race to power AI is forcing the tech and energy sectors to get radically creative—from wave-powered floating data centers to decentralized inference clusters. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the defining data center energy trends of 2026 so far and shares the critical infrastructure bottlenecks ADI is currently […]

A sharp debate is currently playing out across the energy and tech sectors. On one side, hyperscalers are deploying unprecedented capital to vertically integrate power generation and bypass multi-year interconnection queues—exemplified by Google’s recent multi-billion-dollar acquisition of energy developer Intersect Power. On the other side, experts like Jigar Shah warn that tech companies cannot simply […]

The U.S. data center market is growing rapidly as rising computational demand from artificial intelligence (AI), cloud computing, and high-performance computing continues to drive an unprecedented wave of infrastructure development. In 2025, U.S. operational data center capacity is estimated to have reached ~40 gigawatts (GW) and is expected to grow at roughly 30% annually through […]

Immersion cooling fluids are taking on more importance as data‑center operators deploy higher‑power artificial intelligence (AI) and high-performance computing (HPC) systems. Rack densities are increasing faster than traditional air systems can accommodate, and liquid cooling is now part of the design discussion for many new builds and retrofits. In that context, fluid properties affect reliability, […]

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]

Texas is shaping the future of U.S. power development. Many regions across the country remain bottlenecked in long interconnection queues filled with early‑stage proposals that may never move forward, yet Texas stands out for a very different reason. ERCOT has far more generation capacity in advanced stages of development than in speculative stages, a contrast […]

At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]

ADI Analytics has released its 2026 energy Transition outlook, highlighting a massive shift toward “the great fragmentation”—where universal global energy policies are being replaced by distinct regional strategies. In this brief update, discover how regional frameworks, AI data centers, and a massive storage boom are reshaping the energy landscape. Key highlights Watch the full video […]

A severe shortage of critical power equipment has pushed grid infrastructure assets to historic, tech-like valuations. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down how the AI power crunch is driving a massive structural premium across the electrification stack. Key Highlights Watch the full video below to see where grid bottlenecks […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]