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December 5, 2025

data centers

Google
Google Strikes Demand Response Deals with I&M, TVA
Google reached demand response agreements with Indiana Michigan Power and the Tennessee Valley Authority to reduce power use by its data centers during critical periods.
PSEG
PSEG Sees Data Centers Surge amid Rising Demand Forecasts
The Public Service Enterprise Group is waiting for New Jersey to address the region’s predicted energy shortage as the utility continues to see a dramatic rise in potential demand from data centers.
Dominion Energy
Dominion Reports Continued Demand Growth, CVOW 60% Complete
Dominion Energy reported demand growth from data centers in its territory and that its CVOW offshore wind project was more than halfway complete on its second quarter earnings call.
Southern Co.
Southern Expects Large Load Growth to Continue
Southern Co.'s second-quarter earnings were down slightly from the prior year, but executives said they expect healthy growth from the continued addition of large loads such as data centers.
Google
PG&E Data Center Proposals Nearly Double in 2025 to 10 GW

Data center applications are piling up in Pacific Gas and Electric’s territory, with some of the new load projected to come online in 2027.

PPL
PPL Briefs Analysts on Efforts to Serve Data Centers in Pa., Ky.
PPL expects the current surplus of generation in its Pennsylvania territory will be lost to demand growth from data centers in the next five years and said it has plans to help meet that growing demand with new generation. 
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Industry, Regulators Grapple with AI Demand at NARUC Policy Summit
Growing power demand from data centers dominated conversations at the NARUC Summer Policy Summit, where industry members and Trump administration officials advocated for the rapid addition of fossil fuel resources and infrastructure to meet load growth.
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Trump Officials Talk Regulatory Rollbacks at NARUC Meeting
EPA Administrator Lee Zeldin proudly told NARUC attendees the agency’s proposed rescission of the 2009 endangerment finding would be the “largest deregulatory action in the history of the country.”
BloombergNEF
Clean Hydrogen Future Dimming Nationwide
Clean hydrogen is losing momentum in the U.S. due to higher costs, new tariffs and policy uncertainty.
DTE
DTE Expects to Need Gigawatts of Capacity for Data Centers
DTE Energy reported it is in various stages of discussion to supply as much as 7 GW to new data centers and is on track to reach agreement on the first project by the end of 2025.

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