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DOE Explores Using Its Lands for Data Centers

The U.S. Department of Energy (DOE) is helping ensure America leads the world in Artificial Intelligence (AI) while helping to lower energy costs by co-locating data centers and new energy infrastructure on DOE lands. To support this effort, DOE’s Office of Policy released a Request for Information (RFI) to inform possible use of DOE land for artificial intelligence (AI) infrastructure development to support growing demand for data centers. DOE has identified 16 potential sites uniquely positioned for rapid data center construction, including in-place energy infrastructure with the ability to fast-track permitting for new energy generation, such as nuclear.

View the full PDF RFI.   DOE Explores Using Its Lands for Data Centers – electrifiED

2026 Commercial Lighting Rebate Outlook by Craig DiLouie

The commercial lighting rebate outlook is strong for 2026, with widely available rebates covering all popular categories of LED lighting and lighting controls, including networked lighting controls. Overall, 2026 marks a year of evolution for programs as they adapt to declining lighting energy savings due to LED market saturation. Average rebate amounts per LED product significantly increased, particularly for higher-energy-saving products. Some programs are shifting from incentivizing products to energy savings. More programs recognizing LED-to-LED upgrades were introduced. On the lighting controls side, average rebate dollars per installed solution generally increased in 2026. As AI infrastructure/data centers and meta projects continue to come online, rising demand for electric power is leading to cost increases. This article evaluates the 2026 commercial lighting rebate outlook based on data provided by BriteSwitch’s RebatePro for Lighting North America database, examines opportunities for LED lighting and lighting controls, and offers insights into how rebate programs are evolving as LED adoption increases. 2026 Commercial Lighting Rebate Outlook

Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom by Jennifer Hiller

U.S. utilities are planning a historic investment spree to patch up an aging power grid and meet rising electricity demand for the artificial-intelligence boom. Capital spending plans for 51 investor-owned utilities have reached an estimated $1.4 trillion for the next five years, according to a new report from PowerLines, a consumer education group. That is up more than 20% from a year ago, when the companies planned to spend about $1.1 trillion over a five-year period. The record levels of capital investments are being driven by fresh demand on an aging electricity system that already needed upgrades. Unlike any prior customer, new AI data centers can consume the same amount of electricity as an entire city, with high demand around the clock. Beyond AI, many utilities are trying to keep up with growth in manufacturing, electric vehicles and residential markets, too. Utilities Plan to Spend $1.4 Trillion Over Next Five Years to Power AI Boom – WSJ

Construction Jobs Increase in 38 States Year-Over-Year

Construction employment rose in 38 states from January 2025 to January 2026, while 40 states and the District of Columbia added jobs between December and January, according to an analysis of new federal data released by the Associated General Contractors of America. Association officials called on policymakers in Washington to provide adequate support for training to enable workers to acquire in-demand skills and to allow qualified workers into the U.S when needed workers are not available. View January 2026 state employment data and 1-month12-month rankings.  Association officials noted that the industry has a critical need for electricians and other workers with the skills to construct data centers and power projects. They urged the federal government to direct more funding to career and technical education and workforce training and to offer a pathway to employ needed workers from other countries.   Construction Jobs Increase in 38 States Year-Over-Year – tEDmag

How the Red-Hot AI Data Center Boom Is Igniting Demand for a New, Lucrative Career Path: Trade Workers

Demand for new AI data centers is surging, but they can’t build themselves. Big Tech is funneling billions into building out these specialized facilities, with the four hyperscalers, AlphabetMicrosoftMeta, and Amazoncommitting nearly $700 billion in combined capex spending this year to fund these developments. While anxiety around AI replacing white-collar jobs has reached a fever pitch, the data center boom is creating lucrative opportunities for skilled trade workers. Between 2022 and 2026, demand for robotic technicians increased by 107%. For cooling — or HVAC — system engineers, the growth rate was 67%, workers and electricians increased by 27% and vacancies for industrial automation technicians grew by 51%. Meanwhile, it’s essential to update outdated mechanical, electrical, and plumbing systems every four to six years. Specialized and technical professionals moving into high-level data center roles often see a 25% to 30% pay increase.  AI ignites demand for tradespeople powering data center build-out

MicroLEDs: from Headlamps to the Data Center

When we think about the evolution of AI technology, developments in machine learning and large language models come readily to mind, as do the latest graphics processing units (GPUs), high-bandwidth memory (HBM), and exotic semiconductor technologies such as chiplets and heterogeneous integration.  But car headlamps? Automotive lighting is not usually seen as an inspiration for the next big thing in AI. Interestingly however, high-tech ‘adaptive beam’ front lights are proving the reliability and scalability of a valuable optical connectivity technology which could help data center operators to meet today’s challenges of increasing network bandwidth, efficiency and reliability. But let’s take a step back to understand how headlamps could possibly be relevant to the technology of AI data centers at: [News] MicroLEDs: from Headlamps to the Data Center – LEDinside

The Electric Grid Needs Huge Upgrades by Katherine Blunt & Jennifer Hiller

The U.S. power industry is embarking on an AI-driven expansion of the electric grid, a build-out that promises to be one of the most expensive since World War II. Utilities around the country are planning to spend tens of billions of dollars to build new high-voltage transmission lines to carry electricity from power plants over long distances. Many companies this year announced plans to substantially increase capital expenditures to build the new capacity, in large part to serve demand from data centers. The White House this month announced that seven of the nation’s largest tech companies had agreed to pay for all the costs associated with powering new data centers. The Electric Grid Needs Huge Upgrades. No One Knows Who Will Pay for Them. – WSJ

What to Know About Elon Musk’s Merger of SpaceX With His AI Company by Laurence Darmiento

Elon Musk recently announced what seemed like an odd pairing of his companies: SpaceX was acquiring xAI, the artificial intelligence firm that also owns the social media platform X. The merger combines a highly profitable rocket company with an AI startup that is burning through billions of dollars as it competes with OpenAI and other rivals for dominance in artificial intelligence. The merged companies are valued at $1.25 trillion. That is higher than recent separate valuations of SpaceX at $800 billion and xAI’s holding company at $230 billion. IPO shares are expected to price at roughly $525. Aside from the financial benefits, there are technical reasons. Musk has sketched out a futuristic plan that involves sending up to a million satellites — called data centers — into an orbit, where the sun could power them all day and night while they do artificial intelligence computations. What to know about Elon Musk’s merger of SpaceX with his AI company

JLL Report:2026 Global Data Center Outlook

The data center sector is projected to increase by 97 GW between 2025 and 2030, effectively doubling in size over a five-year period. By 2030, global data center capacity could reach 200 GW. This rapid growth will be driven largely by hyperscale cloud expansion and AI demand. The Americas is the largest data center region, representing about 50% of global capacity. The Americas also has the fastest growth rate of the three global regions, with a projected 17% supply CAGR through to 2030, preserving its position as the dominant data center region. The U.S. drives most of the activity in the region, accounting for about 90% of capacity in the Americas. Key highlights:

  • Nearly 100 GW of new data centers will be added between 2026 and 2030, doubling global capacity.
  • By 2030, AI could represent half of all workloads with inference becoming the primary driver.
  • The sector is experiencing an infrastructure investment supercycle requiring up to $3 trillion by 2030.
  • Tenants will likely spend an additional $1 to $2 trillion to fit out their space with IT equipment.

https://www.jll.com/en-us/insights/market-outlook/data-center-outlook

SpaceX Plans 2026 IPO

SpaceX CEO Elon Musk called reports of a planned IPO by SpaceX “accurate” on X, setting the stage for what could be a massing financial infusion for the company. Analysts are speculating the IPO could draw at least $800 billion to the company. Musk says a key strategy for SpaceX will include data centers in space, and the IPO will help fund the potential project. The per share price is expected to begin at $421. If the IPO happens next year, it could make SpaceX the most valuable company in the world. Business News Today – tEDmag

Remembering the Solemn Purpose of Memorial Day

Memorial Day is a federal holiday in the United States observed on the last Monday in May to honor and mourn U.S. military personnel who died while serving in the armed forces. The holiday traces its roots to the years immediately following the American Civil War (1861–1865), which caused massive casualties—roughly 620,000 soldiers dead, about 2% of the U.S. population at the time. Communities across the North and South began spontaneously decorating the graves of fallen soldiers with flowers, wreaths, and flags, a practice that gave rise to the original name: Decoration Day. On May 5, 1868, Major General John A. Logan, commander-in-chief of the Grand Army of the Republic (GAR)—a powerful Union veterans’ organization—issued General Order No. 11. This proclaimed May 30, 1868, as a nationwide “Decoration Day” to honor those who died in the Civil War. After World War I, the holiday expanded to honor all American service members who died in any war, not just the Civil War.  In 1968, Congress passed the Uniform Monday Holiday Act to create more three-day weekends for federal employees. This moved Memorial Day to the last Monday in May, effective in 1971, when it was also officially named “Memorial Day.” As one 1868 quote put it: “That Nation which respects and honors its dead, shall ever be respected and honored itself.”