Recent Research from Steve Piper

• 2025 US datacenters and nuclear energy report

  By Tony Lenoir Mason Lester Katherine Matthews Kelly Morgan Steve Piper Dan Thompson Adam Wilson January 27 2025 | Technology & Business Insight

  Expected to eventually breathe new life into productivity, artificial intelligence has already managed to jolt nuclear energy out of its slumber in the US, with Big Tech announcing multiple deals in 2024 to secure uranium-based electrons to help power the infrastructure behind the technology. This is part of a multipronged energy strategy across the rapidly expanding electricity-intensive US datacenter space, now projected to consume nearly 800 TWh in 2030 — more than double 2024 levels and about 1.6x what the state of Texas consumes on an annual basis.

  Download the 2025 US datacenters and nuclear energy report and its Excel companion via links in the sidebar to the right.

  Datacenter Services & Infrastructure

• Nevada: Datacenters and Energy Report

  By Tom Jackson Tony Lenoir Steve Piper Dan Thompson Adam Wilson Farees Zubair October 17 2024 | Technology & Business Insight

  This report provides an overview of the competitive dynamics in the market, a listing of the competitors in the area, market share of the dominant providers, supply-demand and utilization trends, and discussion of planned multi-tenant datacenter builds.

  Datacenter Services & Infrastructure

• Datacenters and energy 101 — Powering through renewable intermittency

  By Monica Hlinka Tony Lenoir Steve Piper Dan Thompson Adam Wilson August 27 2024 | Technology & Business Insight

  Renewable energy's dependence on variable climatology is increasingly expected to clash with Big Tech's round-the-clock and rapidly rising power needs — a trend that may contribute to extending the life of fossil fuel generation.

  Datacenter Services & Infrastructure

• 2024 US Datacenters and Energy Report

  By Tony Lenoir Mason Lester Kelly Morgan Steve Piper Dan Thompson Adam Wilson June 3 2024 | Technology & Business Insight

  Datacenter energy consumption is already stressing grids in highly developed markets; with AI applications expected to exponentially increase datacenter demand, energy providers are scrambling to find solutions to address potential energy shortfalls.

  Datacenter Services & Infrastructure

• Portland: Leased Datacenter Market

  By Lillian Federico Steve Piper Jonathan Schroth, December 21 2022 | Technology & Business Insight

  This report provides an overview of the competitive dynamics in the market, a chart of the competitors in the area, market share of the dominant providers, supply-demand and utilization trends, and discussion of planned leased datacenter builds.

  Datacenter Services & Infrastructure

• The time is now for the datacenter industry’s sustainability and efficiency story

  By Steve Piper Dan Thompson Adam Wilson June 1 2021 | Market Insight

  Google recently announced a partnership with AES to supply 24/7, carbon-free energy to the search giant's datacenters in Virginia, and in doing so gave us a glimpse into its strategy of being carbon-free on an hourly basis globally by 2030. This is clearly a learning opportunity for the wholesale segment of the datacenter industry that targets hyperscalers.

  Datacenter Services & Infrastructure

More research from Steve Piper