PwC projects a multi-decade data center investment cycle, with GPU and server investment rising, and power, chip access and data sovereignty determining where trillions in data center capital go.

The Pennsylvania Public Utility Commission released an analysis about whether the state and the broader PJM region can meet growing electricity demand as power plants retire.

The increasing need for resilient, affordable data-center power is driving investments in natural gas generators, battery storage and on-site generation, with industry giants like Amazon, Google and Microsoft leading the charge.

Analysts expect the microgrid market to reach up to $166 billion by 2035, driven by 17-19% annual growth and strong investor activity.

Chevron reiterated its $7B Venezuela investment, while ExxonMobil discussed its Guyana opportunity. 

California’s offshore wind goals depend on floating foundations, stronger transmission and supply chains.