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Sep 2024
Research

Datacenters amplify grid congestion challenges as renewable curtailment ris

As the datacenter industry continues its whirlwind growth, energy access remains the key hurdle for owners and developers. Energy access refers not just to power generation, however, but also to transmission and distribution infrastructure to transport that power to load centers. As evidenced by both rising curtailment in several regions and overcrowded interconnection queues, ...

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    Sep 2024
    Research

    Datacenters and energy 101 – Intermittent renewable power in a 24/7 world

    US datacenter energy demand forecasts are rising exponentially on the back of the sector's seemingly relentless expansion, with 451 Research now anticipating 681 TWh annually in 2028 — a more than 28% upward adjustment in less than three months. Meanwhile, datacenter owners remain publicly committed to greening their electricity supply and redoubling their power purchase agreem...

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      Aug 2024
      Podcast

      Next in Tech | Ep. 180 - Datacenters and Energy Utilities

      The soaring estimates for energy demand are impacting utilities, datacenters and the companies that rely on both of them. Sustainability targets are taking a hit as power providers grapple with meeting technology-driven growth and Adam Wilson from S&P’s Commodity Insights team and Dan Thompson from 451 Research’s datacenter group join host Eric Hanselman to discuss where this i...

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