Can the U.S. Power Grid Sustain the Exponential Rise in Planned AI Driven Data Center Connections?

Powermag.com: Steve Empedocles

AI-Data-Center-Power-Demand
Image: Powermag.com

Over the last several months, artificial intelligence (AI) has gained increasing popularity and remains dependent upon large server farms for processing AI’s big data requirement, at essentially, the speed of light. Planned new construction for enormous data centers are emerging nearly in every large city across the nation.

With America’s goal of becoming the “global leader in the AI race,” power utilities at both the generation and power delivery levels, struggle to maintain AI’s swift and vast desire for power. New electric generating plants and power delivery system upgrades remain behind the challenge while presenting a new dilemma: a more vulnerable electric grid with predictive power interruptions, brownouts, and potential blackouts.

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Are the Expected Trump Tariffs Going to Cripple the Power Energy Sector?

Utility Dive: Brian Martucci

Tariffs-Energy-Storage
Image: Utility Dive-Nikada via Getty Images

The threat of trade tariffs by the Trump administration are causing disarray, madness and confusion with the Power Energy markets, and particularly the battery energy storage sector. With no major signs of improvements in inflationary pressures, will new tariffs aid or harm the somewhat “booming energy storage industry?”

How will new imposed tariffs affect the nations battery storage performance and valuation based on cost fluctuations for batteries, energy storage demand (variations for new orders), goods for raw materials (delays in supply chain), and so on?

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