BloombergNEF
PulseAugur coverage of BloombergNEF — every cluster mentioning BloombergNEF across labs, papers, and developer communities, ranked by signal.
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AI data centers face backlash in industrial communities over pollution fears
The rapid expansion of AI data centers is facing significant opposition from communities, particularly those with a history of industrial pollution. Residents are concerned about potential environmental impacts, energy …
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US data centers' natural gas demand to surge past Germany and Japan by 2035
US data centers are projected to significantly increase their natural gas consumption by 2035, potentially exceeding the combined usage of Germany and Japan. This surge in demand, driven by both grid-connected facilitie…
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US moves to ban Chinese batteries, risking higher costs and slower deployment
The US is implementing policies to reduce its reliance on Chinese batteries for energy storage, driven by national security concerns and a desire to foster domestic manufacturing. The Trump administration's executive or…
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US battery installations hit record highs driven by utility-scale projects
Battery installations in the US reached a new record in Q2 2026, with 20.2 gigawatt-hours of new capacity coming online. This growth is primarily driven by large, utility-scale projects, though behind-the-meter systems,…
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AI development faces critical bottleneck from gas turbine shortage
The rapid expansion of AI development is facing a significant bottleneck due to a shortage of gas turbines, which are essential for powering new data centers. Major AI companies are increasingly building their own natur…
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AI data centers drive surge in U.S. natural gas power plant emissions
Developers of AI data centers are increasingly relying on new natural-gas power plants, a trend that could significantly increase U.S. carbon emissions. A BloombergNEF analysis indicates that nearly 100 proposed plants …
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World quietly crosses 3 terawatt solar milestone, China leads growth
The world has surpassed the 3-terawatt threshold for solar power deployment, a significant milestone that has largely gone unnoticed by the public. While initial growth was driven by developed nations, China has become …
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EV batteries defy predictions, lasting 20+ years with improved tech
New data indicates that electric vehicle batteries are lasting significantly longer than initially predicted, with modern batteries retaining up to 95 percent of their original range after five years. This improved long…
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Data centers' AI-driven energy demand to surge by 2035 · 4 sources tracked
Data centers are projected to significantly increase their electricity consumption in the coming years, driven by the growth of AI infrastructure. By 2030, they may account for 12% of the US electricity supply, potentia…
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US data centers to consume 20% of power by 2035 amid AI boom · 4 sources tracked
Data centers in the U.S. are projected to consume 20% of the nation's electricity by 2035, a significant increase from current levels, according to a BloombergNEF report. This revised forecast, which is 83% higher than …
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New York halts new data center permits over 50 MW amid AI boom
New York has implemented a temporary moratorium on permits for new data centers exceeding 50 MW, as the state develops a framework for grid impact, water usage, and community benefits. Governor Kathy Hochul's executive …
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Gas engines offer lowest data center energy cost, but speed is key for AI
A recent analysis by BloombergNEF indicates that gas engines offer the lowest Levelized Cost of Energy (LCOE) for a 500 MW US data center, estimated at approximately $103/MWh. This cost is lower than that of open- and c…
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Hydrogen fuel cells gain traction for AI data center backup power
Hydrogen fuel cells are emerging as a potential backup power solution for data centers, particularly in Europe, driven by the increasing demand from AI workloads. While companies like Innio Jenbacher offer hydrogen engi…