Market Moves Energy: The grid is falling behind AI—here’s what comes next

Jan 7, 2026 | Buildings & Construction, Digital Infrastructure, Energy & Utilities, Infrastructure

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In the latest issue of Market Moves Energy, you can learn how microgrids can strengthen energy reliability and reduce reliance on aging utility grids. But the grid can’t keep up with surging data-center power needs so we outline the regions, tools, and overlooked power corridors that are poised to shape AI expansion. We also review commercial and industrial power-demand trends and highlight an SMR project being funded by $800M from the U.S. Department of Energy.

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