https://www.spglobal.com/en/feeds/homepage-energy-rss-feedhttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/oregon-data-centers-the-era-of-easy-growth-is-overOregon’s historically business-friendly approach to subsea cable infrastructure,
combined with access to affordable land and abundant power, helped fuel
a period of rapid growth in the state’s data center industry.20 August 2026 14:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/new-data-center-legislation-roundup-april-2026In early 2026, policymakers across the US began proposing new limits on data center expansion. Lawmakers in nine states have proposed statewide moratoriums, and legislation continues to be proposed and passed at the national, state and local levels. 14 May 2026 18:30:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/how-advancements-in-ai-are-reshaping-paid-owned-and-earned-mediaThe world of paid, owned and earned media has undergone rapid transformation in just a few short years. From the rise of the creator economy to the acceleration of generative and predictive AI technologies, marketers are now navigating an increasingly complex execution environment that simultaneously demands speed, personalization and measurable outcomes. 29 April 2026 18:30:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/ai-infrastructure-results-in-2025-top-expectations-forecast-upgradedThe AI infrastructure market continues to outpace expectations, finishing 2025 with $337 billion in aggregate revenue, according to 451 Research's AI Infrastructure Market Monitor & Forecast.29 April 2026 18:30:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/rsac-conference-2026-confronting-both-the-promise-and-threat-of-agentic-aiThe 2026 RSAC Conference saw its highest-ever attendance, with nearly 44,000 participants, 700 speakers and 600 exhibitors. 22 April 2026 18:30:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-ai-drawn-into-geopoliticsAs the war in Iran dominated headlines, AI was drawn into the geopolitical story. Reports suggested that Persian Gulf data center infrastructure linked to US cloud providers had come under attack15 April 2026 18:30:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/energy-and-utilities-firms-investing-aggressively-in-ai-despite-mixed-returnsAI is reshaping workflows across the energy value chain, with aggressive and wide-ranging adoption. AI's permeation has not always been strategically planned or necessarily well-managed, and short-term returns have not proven consistent. 25 March 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-openclaw-and-moltbook-make-a-splashSeveral new models were released this month, many of them featuring improved complex problem-solving, orchestration and task decomposition in a way that makes them better suited to agentic workflows.25 March 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-a-fast-start-to-2026Generative AI has started 2026 with a bang. This month marked one of the most active periods in AI funding and M&A we have seen recently, with capital continuing to consolidate around frontier‑model players and emerging infrastructure startups.28 February 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/hyperscaler-earnings-quarterly-what-price-inferenceAI services and record capital outlays again dominated the latest round of quarterly earnings calls from Alphabet Inc., Amazon.com Inc. and Microsoft Corp., but market analysts cannot yet draw a line between AI investments and appreciable returns. 16 February 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-funding-a-sober-retrospective-and-the-trends-shaping-2026In early 2024, we took a look at the unorthodox financing and influence structures that had emerged in the fledgling generative AI space.16 February 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/not-quite-automatic-decision-optimization-in-the-ai-age-is-complexDecision optimization technology uses mathematical models and algorithms to make critical business decisions based on constraints (e.g., budgets or time) and objectives (e.g., risk reduction or profit maximization). In the AI era, decision optimization has become more prescriptive, with AI-generated recommendations guiding optimal actions. 16 February 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/hyperscalers-continue-global-data-center-expansion-despite-geopolitical-tensionsSix major cloud providers collectively grew their public cloud region count by 7% in 2025, almost double the 2024 pace.06 February 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/ai-quantum-and-high-performance-computing-join-forces-at-sc25Supercomputing has shifted into the mainstream, with recent AI advancements and adoption making the use of massive amounts of computational power more commonplace. 30 January 2026 15:59:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-new-models-and-copyright-disputesHeadline-grabbing legal developments surrounding copyright and landmark model launches made for a sector-shaping November.17 December 2025 17:27:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/ai-agents-stablecoins-shine-in-q3-2025-fintech-fundingGlobal fintech funding reignited in the third quarter of 2025, with $8.85 billion flowing into private, tech-driven financial services startups, according to S&P Global Market Intelligence 451 Research data. 29 October 2025 12:14:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/ai-infrastructure-midyear-2025-update-and-future-technology-considerationsThe AI infrastructure market continues to experience remarkable growth, a trend expected to persist well into the future. Based on 451 Research's Voice of the Enterprise: AI & Machine Learning, Infrastructure 2025 survey, this report provides proof points on these topics and presents preliminary market sizing estimates. 09 October 2025 12:14:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/451-digital-industries-insider-sep-2025This edition of Digital Industries Insider explores the accelerating convergence of AI, edge computing and operational technologies across industrial sectors.26 September 2025 12:14:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/black-hat-usa-2026-ai-moves-from-prediction-machine-to-part-of-everythingAlthough marketing buzzwords like agentic and AI saturated the expo floor, dismissing Black Hat USA 2026 as mere vendor hype overlooks a profound structural shift underway in enterprise technology. AI and agents are moving beyond chat interfaces and copilots to acquire distinct programmatic identities, long-lived credentials, API keys, Model Context Protocol connections, code repositories and direct access to SaaS platforms and cloud infrastructure.09 October 2026 12:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/the-texas-data-center-boomTexas is reassessing its long-standing support for data center development as surging demand strains land availability, grid capacity and public resources. New Electric Reliability Council of Texas interconnection requirements, increased financial obligations, scrutiny of tax incentives, and Governor Greg Abbott’s audit request could delay projects, reshape siting strategies and set a regulatory model for other US markets facing rapid data center growth.08 October 2026 12:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/microsoft-opens-new-windows-into-renewable-investment-doubling-down-on-decarbonizationMicrosoft Corp. matched its annual electricity consumption with renewable electricity in 2025, essentially catching up with Amazon.com Inc. at the top of the global corporate clean energy leaderboard. However, with only half of its clean energy portfolio online and its data center infrastructure continuing to expand, Microsoft's greenhouse gas emissions rose markedly during the period. 07 September 2026 12:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/amazon-delivers-on-green-commitments-but-emissions-rise-amid-the-ai-boomWith agreements for more than 40 gigawatts of existing and planned utility-scale clean energy capacity, Amazon.com Inc. remains one of the largest corporate purchasers of carbon-free electricity, accounting for about one-quarter of the hyperscaler-linked utility-scale capacity tracked by S&P Global Energy.04 September 2026 14:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/googles-search-for-power-sustainability-is-yielding-results-but-ai-slows-progressWith the AI-driven infrastructure boom highlighting the gap between data center power demand and supply, all eyes are on US hyperscalers to assess the durability of their long-standing sustainability commitments. Analyzing Google's power purchase agreement trajectory, its latest environmental report and other energy procurement initiatives paint a picture of a steadfast, all-encompassing embrace of carbon-free electricity.03 September 2026 14:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/quantum-quarterly-q2-2026The second quarter of 2026 brought with it a wave of momentum across quantum computing, flush with hardware road maps, enterprise intent, and software announcements. Survey results show that quantum is no longer a technology of distant promise: enterprises are allocating budget, setting timelines, and seeking partners to help guide them through their first deployments. 17 August 2026 14:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/pricing-the-agentic-enterpriseAs autonomous AI agents decouple software value from human labor, the traditional per-seat SaaS licensing model is in question, yet no single pricing standard has emerged to replace it. Instead of a uniform commercial playbook, enterprise vendors are actively experimenting with divergent monetization strategies tailored to their specific verticals.12 August 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/buyer-insight-data-center-operations-and-intelligence-platformsData centers are broadly governed by three core software platforms: building management systems (BMS) for facility controls, electrical power management systems (EPMS) for power monitoring, and data center infrastructure management (DCIM) systems for visibility into IT white space. Historically, these systems operated in isolated domains.23 July 2026 21:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/new-data-center-legislation-roundup-july-2026Data center regulation is moving from a state and local issue toward a broader federal policy question. Recent federal proposals aim to create clearer rules for how large-load facilities connect to the interstate transmission grid and how utilities recover the costs of serving them. At the same time, states are tightening oversight. 16 July 2026 15:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/transport-decarbonization-is-shaped-by-electrification-affordability-grid-readinessThe main barrier to transport decarbonization is no longer technology. Instead, it is the growing gap between emissions reduction targets, vehicle affordability and the power system’s real capacity.
21 June 2026 20:30:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/are-we-the-data-data-ownership-and-control-dynamics-in-the-genai-ageLarge language models are predominantly defined by their training data. Training data has mostly been garnered from the internet — an internet that is now being skewed by more AI-generated content in a constant feedback loop. 08 April 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/mobile-world-congress-2026-agentic-ai-as-the-next-operating-model-for-networksMobile World Congress 2026 in Barcelona in early March marked a clear pivot: communications service providers and their ecosystems are no longer treating generative AI as a conversational layer bolted onto existing operations. 02 April 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/how-does-the-enterprise-control-reality-when-ai-becomes-infrastructureAI is beginning to collapse the boundary between information work and operational execution by carrying context, retrieval and reasoning across workflows rather than inside discrete tools.06 February 2026 16:00:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/security-at-re-invent-2025-aws-leverages-its-strengths-for-agentic-aiTwo years ago, major AWS competitors seemed to have an edge in either building their own generative AI models or launching exclusive partnerships with foundation model builders. 23 January 2026 15:59:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-new-models-us-executive-orderGoogle LLC's Gemini 3 release kicked off a flurry of model announcements — first Claude Opus 4.5, which helped Anthropic PBC regain leadership on some key agentic and coding benchmarks, and then OpenAI LLC's GPT‑5.2, which showed further gains on challenging reasoning benchmarks.13 January 2026 15:59:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/alphabet-amazon-and-microsoft-charge-ahead-on-ai-capacity-build-outsThe Big Three cloud providers — Amazon Web Services, Google LLC and Microsoft Corp. — are infusing agents into their own services and expect customers to do the same, leading to a frenzy of deals with AI model purveyors and record capital outlays.02 December 2025 17:27:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/sp-global-data-center-energy-innovation-summit-lending-investingThe 2025 S&P Global Data Center & Energy Innovation Summit brought together industry experts on lending and investing to share their views on the rapidly changing landscape of the data center market and their expectations for the future. 28 November 2025 17:06:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/451-it-insider-october-a-roundup-for-it-decision-makersIn a world where technological advancements dictate the pace of progress, the AI revolution challenges industries to adapt or be left behind. As businesses grapple with the complexities of integrating cutting-edge AI solutions, the stakes have never been higher.20 November 2025 12:51:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-major-ai-agent-releasesWhile previous months have been filled with new model releases, October saw more focus on deploying and integrating these models into real-world workflows, with Google LLC, Salesforce Inc. and OpenAI LLC announcing major AI agent releases.13 November 2025 12:51:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-massive-funding-haul-for-top-ai-playersFunding dollars continue to concentrate at the top of the AI market, with Anthropic PBC, Mistral AI SAS, Perplexity AI Inc. and Cognition AI Inc. pulling in over $16 billion combined this month — $13 billion of it from a massive round for Anthropic. 16 October 2025 12:14:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/451-it-insider-a-roundup-for-it-decision-makersIn today's rapidly evolving technological landscape, the integration of artificial intelligence into IT operations is reshaping how organizations function.16 October 2025 12:14:00 GMThttps://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/metaverse-digest-generative-ai-interactive-world-building-acceleratesIn our most recent Metaverse Digest, we focused on the Augmented World Expo; this digest returns to normal with a wide-ranging set of occurrences in and around metaverse technology and use — the most significant being the release of several generative AI virtual-world-building approaches.03 October 2025 12:14:00 GMT