Author: PMCS

For years, Big Tech told a reassuring story about the future of energy: AI would scale on clean power.
Solar. Wind. Batteries. A smooth, inevitable transition.

That story just collided with reality.

According to Reuters Events (December 11, 2025), the companies building the world’s largest AI models and data centers are no longer betting on a single energy solution. Instead, they are quietly — and rapidly — adopting what executives now describe as an “all-of-the-above” power strategy: renewables plus natural gas plus nuclear.

Not because they want to — but because they have to.

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The AI Power Problem No One Can Ignore

AI data centers are not like traditional industrial loads. They don’t power down at night. They don’t tolerate intermittency. And they can’t wait a decade for grid upgrades.

They need:

• Massive power
• 24/7 reliability
• Immediate availability

That combination is breaking assumptions across the energy sector.

The International Energy Agency reports that natural gas–fired plants are already the largest source of power for U.S. data centers, and that this will remain true through at least 2030 — not because gas is “preferred,” but because it is dispatchable and fast to deploy.

Clean power will play a larger role later, the IEA says — once grid constraints, permitting delays, and capacity build-out catch up. But AI is not waiting.

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The Scale Is Staggering

According to S&P Global, utility power supplied to U.S. data centers will jump 22% in a single year, reaching 61.8 gigawatts in 2025, and is projected to more than double to 134.4 GW by 2030.

That growth curve is unprecedented.

Utilities are responding the only way they realistically can:

• Building new gas-fired generation for reliability
• Expanding renewables where possible
• Looking to nuclear for long-term baseload stability

Dominion Energy, which serves Northern Virginia’s “data center alley,” reported that 44% of its generation mix was natural gas in 2024, even as it plans to add 47 GW of new generation and storage over the next two decades — roughly 80% carbon-free.

Entergy, serving four South Central states, has announced more than 19 GW of new natural gas capacity, while also advancing solar projects and building new gas plants specifically to power Meta’s Hyperion data center in Louisiana, according to Entergy’s Chief Customer Officer.

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Big Tech’s Quiet Pivot

The most telling shift isn’t coming from utilities — it’s coming from the tech giants themselves.

Companies like Meta, Microsoft, Google, and Amazon Web Services have been among the world’s largest buyers of renewable energy for years.

That hasn’t changed.

What has changed is the timeline.

Meta’s Global Head of Energy told Reuters Events that the company is now working with utilities to bring “all forms of power” onto the grid, with a focus on what can be built fastest. Microsoft, despite committing to match all electricity use with zero-carbon energy by 2030, is sourcing power for new data centers from utilities planning additional natural gas plants.

Google, which has matched 100% of its global electricity consumption with renewables since 2017, is now supporting:

• Nuclear plant restarts
• Life extensions of existing reactors
• Small Modular Reactors (SMRs)
• Even early-stage fusion partnerships

In October 2024, Google signed a 25-year power purchase agreement for a nuclear facility in Iowa expected to return online in 2029. In 2025, it expanded its nuclear strategy further, backing both SMRs and fusion as future solutions.

This is not a retreat from clean energy.
It’s an admission that clean energy alone cannot scale fast enough to power AI right now.

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Renewables Are Still Growing — But Not Fast Enough

The U.S. Energy Information Administration projects a record 33 GW of new utility-scale solar in 2025, and nearly 200 GW of solar capacity added between 2025 and 2030.

Yet even this historic build-out faces headwinds:

• Grid interconnection backlogs
• Permitting delays
• Increased federal oversight
• Local opposition
• And the phase-out of key tax credits after 2027

As Michael Thomas of Cleanview told Reuters Events, solar, wind, and batteries can get us much of the way there — but barriers are slowing deployment at exactly the wrong moment.

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The Nuclear Revival Is No Longer Theoretical

Perhaps the most surprising outcome of the AI boom is the acceleration of nuclear energy — not as a future concept, but as a near-term necessity.

Big Tech is now actively:

• Funding reactor restarts
• Extending the life of existing plants
• Signing long-term nuclear PPAs
• Backing SMR developers
• Laying groundwork for fusion in the 2030s

As Google’s Head of Advanced Energy put it:
“In the near term, life extensions, restarts and upratings will have the most impact.”

That statement alone would have sounded unthinkable a decade ago.

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The Uncomfortable Truth

AI is exposing a hard truth the energy industry has danced around for years:

We do not have the power capacity we thought we had.

Not fast enough.
Not reliably enough.
Not at the scale demanded by always-on digital infrastructure.

And building new generation — of any kind — takes time, capital, permits, and political will.

Which brings us to the question few are asking loudly enough.

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If We Can’t Produce Enough Power Fast Enough — What Do We Do?

If generation can’t scale overnight, efficiency becomes the fastest lever available.

Not symbolic efficiency.
Not marginal savings.

But real, measurable capacity recovery inside existing electrical infrastructure.

Across the grid today, enormous amounts of power are lost, distorted, or underutilized — through reactive power, poor power factor, unnecessary current draw, and inefficiencies that rarely make headlines but quietly constrain capacity.

When AI demand surges, these inefficiencies stop being academic.
They become limiting factors.

The emerging reality is this:

The AI era won’t be powered by generation alone. It will be powered by optimization.

Before we build more plants.
Before we widen transmission corridors.
Before we wait on permits.

We have to extract more usable power from what already exists.

Because the shock isn’t that Big Tech is turning to gas and nuclear.
The shock is how quickly AI has forced everyone to admit the grid was already stretched thin.

And that realization is only just beginning.

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Source: Reuters Events / Thomson Reuters, December 11, 2025. Data from International Energy Agency (IEA), U.S. Energy Information Administration (EIA), S&P Global.

In early December, senior officials across the federal government were directed to assemble a comprehensive briefing on energy affordability — a clear signal that lowering electricity and fuel costs has become a top priority for the Trump administration as economic pressure mounts and midterm elections approach.

According to reporting by POLITICO, the briefing was delivered to Donald Trump and Chief of Staff Susie Wiles by Energy Secretary Chris Wright, Interior Secretary Doug Burgum, and Jarrod Agen, executive director of the White House’s National Energy Dominance Council.

The presentation outlined a broad strategy to bring down energy costs — ranging from rolling back appliance efficiency standards to accelerating power generation, easing grid constraints, and reducing regulatory compliance costs. Notes obtained by POLITICO indicate the administration is pursuing both incremental measures and large-scale infrastructure actions to increase energy supply and stabilize prices.

This approach reflects President Trump’s long-held belief that energy abundance leads directly to affordability. The administration frequently points to gasoline prices — currently hovering around $2.80 per gallon — as evidence that increased domestic energy production can ease household financial pressure.

“Every week you fill up your gas tank, you got more money in your pocket to buy your kids presents and pay your bills,” Energy Secretary Chris Wright said in a December interview with FOX Business. “This is what happens when the American public elects a president who cares about their pocketbook.”

White House spokesperson Taylor Rogers reinforced that message, stating that lowering energy prices for American families and businesses is a top administration priority, emphasizing that affordable energy underpins everything from manufacturing to home heating and daily commutes.

Beyond consumer appliances, the administration has invoked emergency authorities to prevent the retirement of power plants deemed critical to grid reliability, reversed several Biden-era energy policies viewed as cost drivers, and moved to withdraw from a memorandum related to the Snake River hydroelectric dams — a decision the White House estimates could save between $400 million and $800 million.

The Challenge Officials Quietly Acknowledge

Despite the aggressive focus, administration officials privately concede — and independent experts confirm — that reducing electricity prices is inherently slow and difficult. Power bills are shaped by complex factors including aging infrastructure, fuel volatility, extreme weather, and long utility investment cycles. Even major policy shifts can take years to translate into noticeable savings for consumers.

Which raises a critical question:

What if there were a way to lower energy costs without waiting years for new power plants, grid upgrades, or regulatory reform?

That question leads directly to what’s missing from the national conversation — how efficiently the electricity we already generate is being used.

Across the U.S. electrical system — especially in industrial facilities, data centers, hospitals, utilities, and large commercial buildings — a significant portion of electricity is lost to what engineers call poor power quality:

• Harmonic distortion
• Reactive power (kVAr)
• Low power factor
• Phase imbalance
• Electrical noise and inefficiency

The result is simple but costly: only a portion of the power being generated is doing useful work. The rest becomes heat, vibration, stress on equipment, and wasted capacity.

This inefficiency forces:

• Higher generation demand
• Larger infrastructure investments
• Higher utility rates passed to consumers

In other words, we’re paying to produce power we never fully use.

Why Generation Alone Won’t Fix the Problem

The administration’s focus on energy abundance assumes that more supply automatically equals lower prices. But the grid doesn’t work that way.

Even with additional generation:

• Transmission constraints remain
• Infrastructure upgrades take years
• Utilities recover costs through rate increases
• Extreme weather continues to drive volatility

Meanwhile, energy demand is accelerating — particularly from AI data centers, electrification, and industrial growth.

Without improving how efficiently power is consumed, the system remains fundamentally leaky.

Where PMCS Power Fits In

PMCS Power addresses the energy crisis from the inside out.

Instead of producing more electricity, PMCS focuses on maximizing the usable power already flowing through existing systems.

What Makes PMCS Different

PMCS Power is the only solution that continuously:

• Measures and reports kVA, kW, kVAr, Power Factor, and energy use
• Across all three phases
• 24/7, in real time
• At extremely high sampling rates (over 20,000 times per second)

But measurement is only the beginning.

Unlike passive meters or monitoring tools, PMCS systems:

1. Read and report power quality
2. Actively restore and optimize electrical performance
3. Verify results continuously, proving real savings

This closed-loop approach allows facilities to use more of the power they’re already paying for — immediately.

Immediate Impact, Not Long-Term Promises

Unlike grid-scale projects that take years to influence consumer bills, PMCS deployments can:

• Reduce wasted energy immediately
• Improve power factor and system efficiency
• Lower peak demand
• Reduce strain on transformers and equipment
• Extend asset life
• Cut operating costs without operational disruption

For utilities, data centers, manufacturers, and critical infrastructure, this translates into real, verifiable reductions in energy waste — without waiting for new generation or regulatory reform.

A National Opportunity Hiding in Plain Sight

If deployed at scale, power optimization technologies like PMCS could:

• Reduce national electricity demand without reducing output
• Free up existing grid capacity
• Lower operational costs for businesses
• Reduce pressure on utilities and regulators
• Improve reliability during peak demand events

In a moment where policymakers are searching for ways to lower energy prices, strengthen the grid, and support economic growth, using power more efficiently may be the fastest lever available.

The U.S. doesn’t just have an energy production problem — it has an energy utilization problem.

While debates continue around generation, regulation, and fuel mix, massive amounts of electricity are being lost every second inside the system itself.

PMCS Power offers a proven, deployable way to:

• Capture that lost value
• Improve efficiency immediately
• Reduce costs without new infrastructure

In an energy-constrained world, the cheapest kilowatt is the one you stop wasting.