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AI & Enterprise

U.S. debates regulation as data center boom pressures power bills

If all data centres permitted in the United States through 2025 begin operating, annual electricity use is estimated to rise to 358.8 terawatt hours from 224.3 TWh, up 50 percent from last year’s estimate. The rise is led by hyperscale facilities needed for artificial intelligence. Analysts warn grid and generation investment could be passed on through higher power bills, while some states and counties weigh rules and debate tax incentives.

AI & Enterprise

Google invests in virtual power plant in biggest U.S. grid to secure data centre electricity

Google is backing the construction of a virtual power plant in PJM Interconnection, the largest U.S. power grid, to address rising electricity demand from AI data centres. Working with distributed energy platform Voltus, the project will link resources such as electric vehicles, smart thermostats and storage to reduce or shift consumption during peak periods. Google will support build costs, with added capacity used for regional data centre operations. The project targets operation in 2027.

Industry

Power grid delays put Yongin semiconductor cluster investment at risk

The Yongin semiconductor cluster can supply only about 1.9 gigawatts of power on its own, far short of the 15 to 16 gigawatts needed for full operation, a report by the National Assembly Research Service showed. Korea Electric Power is 추진ing a 37.0 billion won, 1,153-km transmission project but its planned completion by 2036 is uncertain. Rising AI data centre demand is adding pressure, increasing concerns over investment execution and power stability.