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

William Attardi on March 13, 2026

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

William Attardi on February 10, 2026

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

William Attardi on January 16, 2026

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

William Attardi on December 15, 2025

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

Study: Self-Powered Data Centers Can Speed Grid Connection

William Attardi on December 5, 2025

Data centers with on-site power sources, such as natural gas turbines, solar panels and batteries, can connect to the grid up to five years faster than those relying solely on utilities, according to a study from Princeton University’s ZERO Lab, Camus Energy, and encoord. The study notes that self-powered data centers can reduce demand stress during emergencies, with Google funding the research to explore the benefits of more flexible data centers. Full Story: Utility Dive

Google to Invest $40B in AI Data Centers, Workforce Training Across Texas by Claire Hao, James Osborne

William Attardi on November 15, 2025

Google plans to invest $40 billion into artificial intelligence data centers and related workforce training across Texas through 2027. That includes plans to build three new data centers – two in Haskell County and one in Armstrong County. It’s the latest massive investment from tech giants racing to surpass each other in the development of artificial intelligence. Amid this rush, Texas has emerged as one of the most attractive states for new data centers, given its ample land, relatively cheap electricity for large industrial users and abundant energy resources.  Google to invest $40B in AI data centers, workforce training across Texas

Anthropic, Microsoft Announce New AI Data Center Projects as Industry’s Construction Push Continues by Matt O’Brien

William Attardi on November 13, 2025

Artificial intelligence company Anthropic announced a $50 billion investment in computing infrastructure on Wednesday that will include new data centers in Texas and New York. Microsoft also on Wednesday announced a new data center under construction in Atlanta, Georgia, describing it as connected to another in Wisconsin to form a “massive supercomputer” running on hundreds of thousands of Nvidia chips to power AI technology. The latest deals show that the tech industry is moving forward on huge spending to build energy-hungry AI infrastructure, despite lingering financial concerns about a bubble, environmental considerationsand the political effects of fast-rising electricity bills in the communities where the massive buildings are constructed. Anthropic, Microsoft announce new AI data centers

Meta to Spend $600bn on US Data Centers by 2028

William Attardi on November 12, 2025

Meta claims it will spend $600 billion on digital infrastructure in the US over the next three years. Data centers are “crucial” to helping the company reach its goal of “building superintelligence for everyone” and “helping America maintain its technological edge,” the post said. Quite how Meta intends to fund this is unclear. The company posted annual revenue of $62.3 billion in 2024, and $600 billion figure is more than double the amount the firm has made during its 15 years as a public company. Meta has around 30 data center campuses in operation or development globally. Meta to spend $600bn on US data centers by 2028 – DCD

Google Has a ‘Moonshot’ Plan for AI Data Centers in Space

William Attardi on November 6, 2025

Google has dreamed up a potential new way to get around resource constraints for energy-hungry AI data centers on Earth — launching its AI chips into space on solar-powered satellites. It’s a ‘moonshot’ research project Google announced today called Project Suncatcher. If it can ever get off the ground, the project would essentially create space-based data centers. Google hopes that by doing so, it can harness solar power around-the-clock. The dream is harnessing a near-unlimited source of clean energy that might allow the company to chase its AI ambitions without the concerns its data centers on Earth have raised when it comes to driving up power plant emissions and utility bills through soaring electricity demand. Google has a ‘moonshot’ plan for AI data centers in space | The Verge

Consortium Acquires Aligned Data Centers in $40B Deal by Michelle Chapman

William Attardi on October 21, 2025

A group including BlackRock, Nvidia, and Microsoft is buying Aligned Data Centers in an approximately $40 billion deal in an effort to expand next-generation cloud and artificial intelligence infrastructure. The acquisition comes amid a flurry of deals in recent months involving top AI developers that are flooding the booming AI sector with resources and money, and addressing resources — such as electricity and infrastructure — needed to support such technology. Last month, OpenAI and Nvidia announced a $100 billion partnership that will add at least 10 gigawatts of data center computing power.  Consortium Acquires Aligned Data Centers in $40B Deal – electrifiED

It’s Back to School – How Some of Our Most Acknowledged Universities Got Their Name – Who were the true visionaries who would donate half of their estate to sculpting the minds of the future. These stories are monuments to history and culture. Let’s take a stroll through academia’s memory lane and uncover the origins of these storied university names!

  1. Ah, Harvard! The Ivy League giant was once a small college in the Massachusetts Bay Colony settlement called New Towne. But where did “Harvard” come from? Enter John Harvard, a clergyman who, in 1638, decided to bequeath half his estate and his library (a whopping 400 books!) to the fledgling college. Grateful for this generous gift, they promptly named the institution after him.
  2. A gem of New Haven, Connecticut, Yale is another Ivy League powerhouse known for its prestigious law and drama schools. It owes its name to Elihu Yale, a wealthy merchant who, in 1718, donated a modest shipment of goods (including portraits, books, and textiles) to a struggling collegiate school. Those goods were auctioned off, raising a much-needed £562 –a small fortune at the time.
  3. Dartmouth is renowned for its beautiful rural setting, nestled in the picturesque town of Hanover, New Hampshire. It was named after the Earl of Dartmouth, William Legge, a British nobleman who supported the college’s founding –despite never actually setting foot in America!
  4. Brown, this Rhode Island Ivy University, known for its open curriculum and emphasis on student choice, was founded with a mouthful of a name – the College in the English Colony of Rhode Island and Providence Plantations. It was renamed in 1704 for Nicholas Brown, Jr., a prominent merchant whose family donated generously to the school.
  5. Perched atop a hill overlooking Ithaca, New York, Cornell is celebrated for its diverse academic programs and its stunning natural surroundings. Founded by Ezra Cornell and Andrew Dickson White, this university was unique for its commitment to practical education, allowing students the freedom to choose their own course of study. It was a revolutionary notion at the time, which would guide a curricular reform across the country.
  6. Located in the heart of Silicon Valley, Stanford is renowned for its entrepreneurial spirit and its close ties to the tech industry. But this California powerhouse has a touching origin story. Leland Stanford, Jr., the founder’s son, tragically died young from typhoid fever. His father Leland Sr., railroad magnate and former state governor, and his mother Jane, founded the university in his memory, ensuring his legacy lived on through the pursuit of knowledge.
  7. This North Carolina research giant, known for its strong medical and law schools, underwent a bit of a name change in its history. Originally called Trinity College, it was renamed Duke University in 1924 after James Buchanan Duke, a tobacco and electric power industrialist who founded the American Tobacco Company. He established The Duke Endowment, to which he donated throughout his life and left half his estate after his death.
  8. Nestled in Nashville, Tennessee, Vanderbilt is a renowned research university with a vibrant campus life. It owes its name to “The Commodore,” Cornelius Vanderbilt, a shipping and railroad magnate, who provided the initial gift to establish the university.
  9. Texas businessman William Marsh Rice provided the initial funding for this Houston university, but did not live to see its opening. He was murdered by his valet as he slept, in a plot to forge the man’s will. Despite the unfortunate circumstances, Rice University flourished through the years, becoming an institution known for its strong engineering and science programs.
  10. Who was Harvard named after? Origin of university names