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Reuters (Jan 16, 2025): Nvidia on CoWoS packaging transitions and capacity constraints
www.reuters.com
Evidence registryU.S. EIA Electricity Monthly Update: revenues per kWh and year-over-year change (Oct 2025)
www.eia.gov
Evidence registryReuters — Gas Turbine Slot Scarcity and Demand Signal (Dec 2025)
www.reuters.com
Evidence registryIEA: Data center electricity demand projected to ~945 TWh by 2030 (AI-driven)
www.iea.org
Evidence registryFinancial Times: AI electricity demand, inflation pressure, and growth impacts (Feb 2026)
www.ft.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 registryInternational Energy Agency: global data center electricity consumption could more than double to around 945 TWh by 2030.
www.iea.org
Evidence registryTNND/KATV: AI data centers spark local backlash over utilities, noise, land use, tax incentives, and electricity costs.
katv.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 registryLockheed Martin — Framework agreement to quadruple THAAD interceptor production capacity
news.lockheedmartin.com
Evidence registry