The US Department of Energy just mapped every data center in America.
This is what the AI power grid looks like.
The dots are data centers.
Yellow = operating.
Orange = under construction.
White = planned.
The lines are high-voltage transmission 735kV, 500kV, 345kV the arteries that move electrons from generators to compute loads.
Look at the density along the East Coast, Northern Virginia to the Carolinas.
Then look at Texas.
Then Northern California.
The largest circles on this map represent facilities demanding over 5,000 MW of power.
Single campuses pulling more electricity than mid-sized cities.
Northern Virginia is so dense the dots overlap.
Data centers cluster on transmission corridors.
Not because land is cheap because power is available.
When the line is full, the next data center goes somewhere else.
The grid is the bottleneck.
Every orange dot is a power purchase agreement being negotiated right now.
Every white dot is a utility commission filing, a gas plant approval, a pipeline capacity booking.
The $66.8 bn NextEra-Dominion deal, Meta's 10 new gas plants in Louisiana, the Alaska LNG FID push they all trace back to maps that look like this.
AI infrastructure is built in substations, on transmission corridors, and at the end of gas pipelines.
Link in the comments, to see my stocks 👇
Ford’s stock surged again on enthusiasm for the automaker’s pivot toward energy storage, the latest sign that investors are eager to embrace companies that stand to benefit from power-hungry data centers https://t.co/nhUMaNsquI
Owner of Australia’s most successful big #battery developer says storage costs have plunge 65-70 pct in last two years, and are solving the #grid’s biggest problems.. https://t.co/QLIgwOwD44
📁 Giving your local Excel files a power boost? Agent mode in Microsoft 365 Copilot now works right from your device.
Here is the quick recap: https://t.co/Og2RfXxZl6
New Video 🎥 - Last segment produced at HS2's giant 'viaduct factory'
The last of 2,700 giant concrete deck segments have been produced at our Kingsbury Pre-Cast Yard in Warwickshire.
Each deck segment weighs 85 tonnes and together they're forming the pre-cast segmental viaducts at Delta Junction. Most recently, the Water Orton one and two viaducts successfully crossed the A446 Lichfield Road — another milestone for the project.
Watch now: https://t.co/gj1Pf7rJtP
Electricity demand is surging. Prices are rising. America needs more power, not less.
In advance of tonight's State of the Union, SEIA outlines why solar and energy storage are critical to meeting this moment.
https://t.co/Df6xFDpzrv
The deck assembly for the Coleshill viaducts is now complete 👇🎥.
The Coleshill East and West viaducts stretch for around 600m and form a small part of the Delta junction - a huge intersection being built to the east of Birmingham.
Find out more: https://t.co/MSFXLdr7vU
EV Charging Station Financial Model 5 and 20 Year models.
1, 2, and 3 charging
revenue, Battery Energy Storage
Arbitrage revenue and the purchase and installation of photovoltaic
solar panels. #evchargingstation#evcharging
https://t.co/U63Aj6ABsU
Green Hydrogen Plant Financial Model Template 20 Year 3 Statement.
Sensitivity analysis on power prices vs. electrolyzer degradation
#hydrogen#greenhydrogen
https://t.co/j9Mf4YYqdn
GOOD NEWS 🇬🇧 Matrix Renewables is making a major entrance into the UK market by partnering with Tesla to build a massive standalone battery energy storage system (BESS) in Eccles, Scotland. @Tesla $TSLA
Plans for another major development near our Curzon Street station🚄 in Birmingham, have been given the green light.
Phoenix Yard is a £100m mixed-use scheme that will bring 240 new homes plus commercial, retail and educational space to the Digbeth area.
HS2 is more than just a railway – it's a catalyst for regeneration and growth across the West Midlands region.📈
https://t.co/wK1Sg5tuGT
We welcome confirmation from Government that Heathrow’s scheme for a third runway at Heathrow will now be taken forward to inform the Government’s review of the Airport’s National Policy Statement (ANPS), with publication of the draft expected in summer 2026.
We welcome the Government's confirmation that the expansion of Heathrow, the UK’s gateway to growth, will mean more connectivity, increased trade, improved passenger experience and a huge economic boost for the British businesses that will help design and build it.
We also recognise that the scheme will need to meet the sustainability targets set out in the revised ANPS and seek to minimise the impacts on local communities. We now await clarity from the Civil Aviation Authority and the Government on how the crucial next phase of the project will be regulated.
We need definitive decisions from the CAA and Government by mid-December so that delay to the project can be avoided and we can get on with delivering this vital project for our customers and for the UK.
AI power demand is exploding—and nuclear is back in the spotlight.
🔥 DCF launches Fission Forward, a new series covering the advanced reactors, restarts & fuel moves shaping the future of clean firm power.
Dive in 👉 https://t.co/yFAVpkY889
#AI#datacenters#hyperscale#nuclear
@HS2theTruth@HS2ltd "What a waste of £100bn+ trying to save a few minutes"
Say that to the 1000's of workers taking money home to their families every week