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Financial Times: AI electricity demand, inflation pressure, and growth impacts (Feb 2026)
www.ft.com
Evidence registryReuters — Dollar rises as escalating Middle East war spurs haven demand
www.reuters.com
Evidence registryReuters (Dec 11, 2025): investor expectations for a future IPO and demand dynamics
www.reuters.com
Evidence registryU.S. Department of Energy: data center electricity demand rose from 58 TWh in 2014 to 176 TWh in 2023 and may reach 325–580 TWh by 2028.
www.energy.gov
Evidence registryReuters: Caterpillar raised forecasts as AI data center demand drove record backlog for power generation and construction equipment.
www.reuters.com
Evidence registryUtility Dive: large-load tariffs spread as states respond to data center power demand.
www.utilitydive.com
Evidence registryPower Magazine: Three Mile Island nuclear restart tied to Microsoft data center power demand.
www.powermag.com
Evidence registryBusiness Insider: Kevin O’Leary defended the Stratos data center project in Utah amid opposition; the project was reported to involve up to 9 GW of energy demand.
www.businessinsider.com
Evidence registryReuters: Maryland Governor Wes Moore pushed PJM reforms as household power bills rose, with capacity payments reportedly spiking around 1,000% over two years amid data center demand and limited generation growth.
www.reuters.com
Evidence registry