Persistence Analytics Group
PulseAugur coverage of Persistence Analytics Group — every cluster mentioning Persistence Analytics Group across labs, papers, and developer communities, ranked by signal.
9 day(s) with sentiment data
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Sunrun, Voltus aggregate home batteries for AI data center power needs
Sunrun and Voltus have partnered to integrate residential solar-plus-storage systems into a virtual power plant (VPP) model, aimed at providing capacity for AI hyperscalers. This initiative allows AI companies to meet e…
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Galaxy Digital prioritizes grid reliability for AI data centers
Galaxy Digital is prioritizing reliable power infrastructure over sheer capacity for its data center developments. The company focuses on the quality and resilience of transmission systems, recognizing that a megawatt i…
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Data centers' sudden load shifts prompt PJM to consider new grid rules
A significant grid disturbance in Northern Virginia caused nearly 3.8 GW of data center load to transfer to onsite generation, prompting PJM Interconnection to consider new ride-through rules. This event highlighted how…
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SpaceX plans self-sufficient power for $16.8B Texas chip campus
SpaceX is planning a massive $16.8 billion semiconductor and AI campus in Texas, dubbed Terafab, which it intends to power primarily through onsite generation and battery storage instead of relying on the traditional el…
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PJM requires AI data centers to secure power capacity or face curtailments
The PJM grid operator is proposing a new framework that requires large electricity consumers, particularly AI data centers, to secure sufficient generating capacity to meet their demand. This initiative aims to address …
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Brookfield, NextEra to build $100B AI campus at former DOE site
Brookfield and NextEra Energy are partnering to develop a massive AI data center campus on the site of a former US Department of Energy uranium enrichment facility in Paducah. The project, valued at $100 billion, aims t…
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Amazon urges Virginia to let AI data centers fund grid upgrades
Amazon is advocating for Virginia regulators to permit hyperscale data center operators to fund their own grid upgrades through Contributions in Aid of Construction (CIAC). This proposal aims to reduce costs for other e…
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Galaxy Digital plans 500-acre Texas AI campus, funding grid upgrades
Galaxy Digital is developing a 500-acre AI and high-performance computing campus in McGregor, Texas, with an initial phase of 74 MW. This project, known as "Project Merlin," highlights a new model where AI data center d…
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OpenAI's Georgia AI Campus Planning Spotted by Utility Months Early
OpenAI's massive Project Camellia AI campus in Georgia was being planned by Georgia Power months before its public announcement. Public filings reveal Georgia Power had already accounted for a 3,200 MW customer commitme…
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Texas mandates AI data centers fund their grid expansion costs
Texas is implementing new regulations to ensure that AI data centers bear a greater share of the costs associated with their significant electricity demands. Governor Greg Abbott has directed regulators to protect resid…
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White House pressures PJM Interconnection on grid governance amid AI demand
The White House has issued a stern warning to PJM Interconnection, the largest grid operator in the United States, urging immediate reform of its industry-controlled board governance. Citing concerns over rising electri…
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Palm Beach County rejects 600 MW AI campus, highlighting permitting risks
Palm Beach County commissioners have rejected a proposed 600 MW AI data center campus known as Project Tango. This decision challenges the assumption that announced AI demand will automatically translate into electricit…
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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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IBM shares plunge as AI infrastructure demand delays software deals
IBM's shares dropped significantly after the company announced that customers are shifting their spending towards AI infrastructure, such as servers and storage, which has caused delays in software and consulting deals.…
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North Carolina ends data center electricity tax break amid AI power demand
North Carolina has repealed the sales tax exemption on electricity for data centers, a move aimed at addressing the growing energy demands of AI infrastructure. While the exemption for electricity purchases has been rem…
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Meta plans 1 GW AI campus in Alberta, prioritizing power years in advance
Meta is investing over $9 billion in a 1 GW AI campus in Sturgeon County, Alberta, Canada. This significant infrastructure project highlights a shift in how hyperscalers secure resources, with companies now prioritizing…
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Texas approves $13.8B plan for AI-era 765 kV transmission backbone
Texas regulators have approved a $13.8 billion plan to build the state's first 765-kilovolt transmission network. This initiative, driven by anticipated exponential growth in demand from data centers and AI infrastructu…
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AI data center boom meets permitting hurdles as QTS cancels $30B Virginia project
QTS has canceled its $30 billion Digital Gateway data center project in Prince William County, Virginia, after years of legal challenges and community opposition. Despite strong infrastructure, the company withdrew its …
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Brookfield and Bloom Energy expand AI power financing to $25B
Brookfield Asset Management has significantly expanded its financing partnership with Bloom Energy, increasing the commitment from $5 billion to $25 billion. This move aims to accelerate the deployment of on-site power …