Engine No. 1 is a topic tracked in our intelligence system with 5 linked articles.
PJM’s grid is strained by AI-driven data-center demand, triggering regulatory scrutiny, backlog-induced interconnection delays, and proposed market-design changes, with tech giants’ clean-energy goals at risk.
Barry Diller defends Sam Altman while warning that trust won’t avert AGI’s unknown risks, highlighting guardrails and the broader AI compute/data-center economics and regulatory implications covered in the piece.
Microsoft's rapid AI-data-center expansion risks its 2030 hourly clean-energy target, with internal discussions about delaying or scaling back hourly matching amid a planned West Texas natural-gas facility.
AI giants are funding multi-GW natural gas plants to power data centers, with several large projects (5 GW combined from Microsoft/Chevron/Engine No. 1; 933 MW Google; 7.46 GW Meta), while turbine shortages and gas-price linkages create significant supply and price risk for the lifecycle of these assets.
A TechCrunch piece catalogs top iPad productivity apps with features and pricing, and separately analyzes AI-driven natural gas investments in data centers, highlighting capacity builds, supply constraints, and potential regulatory and price- risk.
AI giants are racing to build multi-GW natural gas plants to power data centers, creating material regulatory, price, and resource-squeeze risks for energy markets and project viability.
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