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AI & Enterprise

U.S. data centres to use 20 percent of power generation by 2035, BNEF sees fourfold rise

U.S. data centre electricity use is expected to quadruple by 2035 and account for 20 percent of total power generation, as surging AI computing demand accelerates expansion faster than grids can keep up. BloombergNEF sees U.S. data centre capacity reaching about 200 gigawatts within 10 years, with nearly half used for AI training and inference. Grid constraints are emerging as a key variable in AI infrastructure competition, with pressure rising in regions such as PJM and Texas.

Telecommunications & Media

New York state bans smart glasses in all courts, first in United States

New York state will ban smart glasses from all court facilities, becoming the first in the United States to apply such a prohibition statewide. From July 20, eyewear and head-worn devices equipped with cameras and microphones will be barred from all Unified Court System facilities, covering 1,240 courts. The rule applies to visitors, lawyers and staff, including prescription smart glasses. The move targets covert recording risks and reinforces existing bans on photography, audio recording and broadcasting inside court buildings.

Industry

Walmart signs long-term nuclear power supply deal in Illinois

Walmart has signed a long-term power purchase agreement to receive electricity generated at a U.S. nuclear power plant, strengthening its strategy to secure clean energy. The deal with Constellation covers about 176 megawatts from the Dresden Clean Energy Center in Illinois, including 30 MW from boosted output at the existing plant. The contracts begin in 2029 and 2030 and run for 15 years each, with power also supporting Walmart logistics facilities.