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US Power Use to Reach Record Highs in 2025 and 2026, EIA Says by Scott Disavino

US power consumption is expected to reach record highs in 2025 and 2026, according to the Energy Information Administration, driven by data centers for AI and cryptocurrency and increased electrification in homes and businesses. The EIA projects a decrease in natural gas’s share of power generation from 42% in 2024 to 40% in 2025 and 2026, while renewables are expected to rise from 23% to 26% over the same period. US power use to reach record highs in 2025 and 2026, EIA says | Reuters

PG&E Unveils $73 Billion Spending Plan to Meet Surging Data-Center Energy Demand

PG&E plans to invest $73 billion by 2030 to upgrade transmission infrastructure to accommodate a surge in electricity demand from data centers. The utility is working to serve 10 gigawatts of new demand over the next decade, driven by AI and other technologies. The plan also includes nearly 700 miles of underground power lines and 500 miles of wildfire safety upgrades. PG&E unveils $73 billion spending plan to meet surging data-center energy demand | Reuters

DOE Launches Speed to Power Initiative to Accelerate Grid Infrastructure Development

The U.S. Department of Energy’s Speed to Power initiative aims to fast-track large-scale transmission and generation projects to meet rising energy needs, support AI and data centers, and ensure grid reliability by 2030.  The U.S. Department of Energy (DOE) has introduced the Speed to Power initiative, aimed at expediting the development of large-scale grid infrastructure projects for both transmission and generation. The program is intended to help meet rising energy demand while supporting the growth of artificial intelligence (AI) and data centers. As part of the launch, DOE is issuing a Request for Information (RFI) seeking input on large-scale transmission and generation projects. The agency is asking for feedback on near-term investment opportunities, project readiness, expected load growth, and infrastructure constraints. Responses due November 21, 2025  https://www.energy.gov/speed-to-power  The goal is to determine how DOE funding programs and authorities can be applied to accelerate grid capacity expansion. DOE Launches Speed to Power Initiative to Accelerate Grid Infrastructure Development | T&D World

Nvidia to Invest $100 Billion in OpenAI to Help Expand the ChatGPT Maker’s Computing Power

Chipmaker Nvidia will invest $100 billion in OpenAI as part of a partnership announced Monday that will add at least 10 gigawatts of Nvidia AI data centers to ramp up the computing power for the owner of the artificial intelligence chatbot ChatGPT. Per the letter of intent signed by the companies, the first gigawatt of Nvidia systems will be deployed in the second half of 2026. Nvidia and OpenAI said they would be finalizing the details of the arrangement in the coming weeks. The Nvidia-OpenAI partnership also comes about 10 days after OpenAI said it had reached a new tentative agreement that will give Microsoft a $100 billion equity stake in its for-profit corporation. OpenAI is technically controlled by its nonprofit. OpenAI says it has 700 million weekly active users. Nvidia to invest $100 billion in OpenAI to help expand ChatGPT maker’s computing power | AP News

Hitachi to Invest $1 Billion to Produce Power Grid Components in US by Laila Kearney

Hitachi plans to invest $1 billion to expand its U.S. power grid infrastructure manufacturing, its energy unit said on Thursday, as the country faces record electricity demand from Big Tech’s build-out of AI data centers. The U.S. holds the biggest concentration in the world of data centers, which are expected to triple their energy use to consume about 12% of the domestic power supply in less than three years. As a result, many utilities are ramping up spending on the long-stagnating electrical grid. Nearly half of Hitachi Energy’s latest investment, or $457 million, will go towards building a new facility in South Boston, Virginia, to manufacture large power transformers. The facility will be the biggest U.S. producer of the massive transformers, which can run as large as a two-story home, Hitachi said.  Hitachi to invest $1 billion to produce power grid components in US | Reuters

Scaling Intelligence: The Exponential Growth of AI’s Power Needs

The rapid advancement of artificial intelligence (AI)—particularly the training of large-scale “frontier models”—is driving renewed growth in electricity demand. This report analyzes the technical drivers of AI power consumption, projects future demand trajectories for individual training sites and broader AI needs, and highlights energy sector implications. Their analysis found not only that the power demands of AI have increased steadily, but also that they will keep increasing. While training large, advanced AI models currently requires between 100 and 150 megawatts each, they are projected to require more than four gigawatts apiece by 2030.This Product is publicly available at Electric Power Research Institute (EPRI): Scaling Intelligence: The Exponential Growth of AI’s Power Needs

Westinghouse Plans to Build 10 Large Nuclear Reactors in U.S., Interim CEO Tells Trump

Westinghouse plans to build 10 large nuclear reactors in the U.S. with construction to begin by 2030.  Westinghouse’s big AP1000 reactor generates enough electricity to power more than 750,000 homes, according to the company. Building 10 of these reactors would drive $75 billion of economic value across the U.S. and $6 billion in Pennsylvania. Trump issued four executive orders in May that aim to quadruple nuclear power in the U.S. by 2050. The U.S. has built only two new nuclear reactors over the past 30 years, both of which were Westinghouse AP1000s at Plant Vogtle in Waynesboro, Georgia.  Westinghouse emerged from bankruptcy in 2018 and is now owned by Canadian uranium miner Cameco and Brookfield Asset Management. Westinghouse plans to build 10 large nuclear reactors in U.S., interim CEO tells Trump

U.S. and Israel Pledge to Work Together to Unleash AI Innovation

The Memorandum of Understanding (MOU)  highlights the transformative potential of AI to improve the security and resilience of America and Israel’s energy systems. The two countries further announced their intent to pursue cooperation in areas including analyzing the impact of rising energy demand due to data centers, opportunities for grid optimization, enhanced AI-enabled cybersecurity tools, sharing best practices on the use of AI in energy infrastructure, and the launching of bilateral pilot projects. U.S. and Israel Pledge to Work Together to Unleash AI Innovation – electrifiED

Data Center Construction Continues to Grow by Tom Zind

How do you paint a rosy picture for a construction market sector that’s been in the dumps and shows scant signs of a quick change of fortune? There’s one way: Stretch the definition, and throw in a category that’s come so far so fast that standard market indices haven’t been able to catch up. That’s what FMI Corp., does in the second-quarter installment of its 2025 North American Engineering and Construction Industry Outlook Reasonably, it lumps data centers into the office component of its non-residential construction analysis, yielding a bullish four-year forecast for the sector that beats nine of 10 others. Citing forecasts of data center demand growing 34% in 2025 and 18% next year, FMI sees office construction growing every year between 2026 and 2029 at an average of about 7% annually. Data centers may be the office of the future, housing the infrastructure enabling higher productivity that could be a driving force for the economy for decades to come. Data Center Construction Continues to Grow | EC&M

Trump’s Permitting Boss Aims to Deliver on AI Data Center Plans by Stephen Lee

The White House’s new permitting director wants to vastly expand her office’s work in getting projects built—including, for the first time, data centers and artificial intelligence facilities. That would be a boon to President Donald Trump, whose economic policy advocates for the construction of projects like OpenAI Inc.‘s $500 billion Stargate AI venture, Taiwan Semiconductor Manufacturing Co.‘s $100 billion investment in new chip factories, and as many new hardrock minesas possible. Many of those projects will have to secure federal permits under the National Environmental Policy Act before they can break ground, a daunting prospect that can take years. Enter the Federal Permitting Improvement Steering Council, which shepherds complex projects through the process by harmonizing different agencies’ environmental reviews, anticipating hurdles before they create delays, and holding agencies accountable to deadlines. On average, the 25-person council says it’s able to shave 18 months off a project’s review time. Trump’s Permitting Boss Aims to Deliver on AI Data Center Plans

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