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renewables

13 articles about renewables in AI news

Renewables Hit 49.4% of Global Electricity Capacity in 2025, Adding 692 GW as Solar Powers AI Growth

Renewable energy reached 49.4% of global electricity capacity in 2025, adding 692 GW in a single year. Solar contributed 511 GW, becoming the primary driver as energy demands from AI compute surge.

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IREN Buys Nostrum Group, Adds 490MW Spanish Grid Power for AI Cloud

IREN acquired Nostrum Group, adding 490MW grid power in Spain for AI cloud expansion.

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Google's 1 GW Texas AI Campus Tests 'Power-First' Model for Hyperscaler

Google's Texas AI campus tests a power-first model, pairing 1 GW generation with a data center to bypass grid constraints for AI infrastructure expansion.

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AI Data Center Demand Could Trigger Grid Battery Boom: Report

AI data center demand could trigger a grid battery boom, per The Electric. Google and others may anchor storage projects, with MIT modeling up to 15% gas peaker displacement by 2030.

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Nuclear Supplier Boosts Outlook on AI Data Center Demand

A nuclear supplier raised its outlook after AI data center operators increased orders for nuclear power, signaling a structural shift in energy procurement for AI infrastructure.

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DOE Backs Geothermal for AI Data Centers: 8 Pilot Sites Funded

DOE funds 8 geothermal pilot projects to power AI data centers, targeting 5 GW by 2030. Geothermal offers 90%+ uptime, bypassing grid delays.

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Europe's AI Ambition Gap: No Energy, No Data Centers, No Strategy

Europe lacks a strategy for AI, with no energy or data center plan, per @kimmonismus. Only minor EU AI Act concessions offered.

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Epoch AI: Hormuz LNG Shock Absorbed by Chip Margins, Gulf Investment is AI Risk

A new analysis from Epoch AI Research finds the Strait of Hormuz conflict's energy shock is manageable for AI infrastructure, but the real threat is the potential drying up of Gulf capital investment, crucial for projects like Stargate UAE.

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Elon Musk: US Grid Capacity Could Double with Battery Storage

Elon Musk highlighted that the US peak power output is ~1.1 TW, but average is 0.5 TW, suggesting batteries could double grid energy delivery by charging at night and discharging during the day.

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Taiwan's Return to Nuclear Power Highlights Energy Security as Critical Infrastructure for AI Development

Taiwan is restarting its nuclear power program to address extreme energy import dependence, with 97% of power imported. This strategic shift underscores energy independence as a foundational requirement for economic stability and future AI infrastructure.

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OpenAI in Advanced Talks to Buy Electricity from Sam Altman-Backed Helion Energy

OpenAI is negotiating to purchase electricity from fusion startup Helion Energy, with a potential deal securing 12.5% of Helion's initial power output. This move signals a strategic push by the AI giant to lock in massive, clean energy for future compute needs.

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China's Mountain-Scale Solar Farms Redefine Renewable Energy Ambition

Massive solar installations covering entire hillsides in rural Guizhou demonstrate China's unprecedented scale in renewable energy infrastructure, transforming barren landscapes into terawatt-hour electricity generators.

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Von der Leyen's Nuclear Stance Exposes Europe's Deep Energy Divide

European Commission President Ursula von der Leyen, a German politician, has publicly declared nuclear energy essential for Europe's electricity supply while her own country completed its nuclear phase-out just last year. This contradiction highlights the fragmented energy policies across EU member states as Europe struggles to balance decarbonization goals with energy security.

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