Above, new PBS reporting on how AI Data Centers have become a campaign issue.
Below, the numbers of new gas powered plants needed to power data centers are daunting, but are they real?
Axios (via email):
Stunning stat: The amount of U.S. capacity somewhere in the development pipeline doubled in the first half of 2026, per Global Energy Monitor’s analysis.
- A whopping 189 gigawatts is planned for on-site data centers through the first half of 2026, roughly doubling (!) the pipeline at year-end 2025.
Driving the news: Overall, the U.S. pipeline has soared to 378 gigawatts, per the nonprofit that closely tracks projects internationally.
- More concretely, projects under construction climbed 76% in the first half of 2026 to 52 GW, around twice what China is currently building.
- A gigawatt can power roughly 750,000 U.S. homes.
Reality check: If all the 378 GW on the drawing board become reality, the U.S. fleet would grow by two-thirds.
- But the report tracks everything from construction to projects in much earlier stages that may or may not ultimately happen.
- “Pre-construction” and “announced” projects together account for about 86% of the U.S. pipeline.
State of play: The report highlights big questions. For instance, two-thirds of the capacity in development globally hasn’t yet named a turbine or engine manufacturer.
Continue reading “As Data Center Hate Grows, Plans for Gas to Power them are Uncertain”

