NYSE:NEE 28 January 2026 - 23 March 2026

AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up
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AI Data Center Power Crisis Deepens After Google Warns U.S. Grid Can’t Keep Up

Google sounded the alarm Monday over what it sees as lagging U.S. electricity development, flagging power as an obstacle on par with semiconductors for the next generation of AI data centers. “We are concerned that we are not full throttle on energy,” said Alphabet and Google President Ruth Porat, speaking at CERAWeek in Houston. The squeeze is real now: big cloud players are scaling up computing muscle much faster than utilities can put up new grids and substations. U.S. Energy Information Administration data shows power demand has climbed 1.7% annually since 2020, after a long stretch of barely any change, thanks mostly to sprawling computing hubs. Looking ahead, the agency sees load picking up 1.9% in 2026, then 2.5% in
March 23, 2026
AI’s Energy Appetite Puts Data Center Power Demand, Utility Stocks in Focus
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AI’s Energy Appetite Puts Data Center Power Demand, Utility Stocks in Focus

Nvidia and newcomer Emerald AI announced Monday at CERAWeek in Houston they're teaming up with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra on what they’re calling “flexible” AI data centers. The idea: these centers can cut back or reschedule their power draw when the grid gets tight—helping speed up new connections as electricity demand, not just chips, becomes the bottleneck for the sector. The timing isn’t complicated. Just last week, Google broadened deals enabling utilities to trim as much as 1 gigawatt from its data center load when the grid is under pressure. Then, two days ago, SoftBank and AEP rolled out plans for a 10-gigawatt campus in Ohio, supported by 9.2 GW of new gas-fired
March 23, 2026
Google Joins Redwood Materials’ $425 Million Round as AI Data Centers Chase Power
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Google Joins Redwood Materials’ $425 Million Round as AI Data Centers Chase Power

Redwood Materials announced Wednesday it secured $425 million in a Series E funding round, bringing Alphabet’s Google on board as a new investor in its battery recycling and energy storage efforts. While the company hasn’t revealed its valuation, media sources estimate it tops $6 billion. The deal comes amid a spike in electricity demand fueled by AI data centers, pushing utilities to rethink firm power, backup options, and storage solutions. NextEra Energy revealed this week it’s deep into talks to provide an extra 9 gigawatts for data centers, highlighting the rapid expansion of this market.
January 28, 2026