AI’s next bottleneck may be power equipment. The U.S. faces a 15% transformer shortfall and an 8% substation deficit, while data centers could absorb 40% of domestic power-equipment supply in coming years. #AI#DataCenters#PowerGrid#Energy
U.S. energy storage installations hit a record 20.2 GWh in Q2, bringing first-half additions to 30.8 GWh. Utility-scale projects led the surge with 18 GWh as power demand and grid reliability needs accelerate. #EnergyStorage#PowerGrid#BESS
A failure at Kyrgyzstan’s Toktogul hydropower plant was the “initial disturbance” behind a regional grid disruption affecting four Central Asian states. Kyrgyzstan denies it directly caused the wider blackout. #Energy#CentralAsia#PowerGrid
Next-generation geothermal is gaining momentum. Fervo cut drilling time by 70% at its Utah project, while Quaise raised $134M to advance superhot geothermal. As AI drives power demand higher, 24/7 carbon-free energy is moving closer to reality. #Geothermal#Energy#AI#PowerGrid
Exelon’s CEO is warning the U.S. could face blackouts by 2027 unless new power plants are built. With AI driving record electricity demand, utilities say permitting, market design and investment delays are threatening grid reliability. #PowerGrid#AI#Energy#Utilities
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