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Energy

A gas plant and a data center.
Energy

Net Power Surrendered Its Clean Dreams to Data Center Demand

The zero-emission pioneer is doing the dirty work for the AI boom.

AM Briefing

The Solar Stockpiler Smackdown

On Hungary’s Russian nuclear conundrum, why geothermal isn’t solar, and a funny use of gallium

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Energy

Geothermal Insiders Unpack the Fervo Short

A short seller claims Fervo is ‘unraveling.’ Its report raises real questions — but reality is more complicated.

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A data center interior.

PoorWeave

On X-energy’s next plant, Italian power, and Chinese solar exports

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Xi Jinping.

China’s Thriving New Energy Exports

The Iran war has been a gift to the country’s vehicle, solar, and battery business.

Climate Tech

The World’s First Subsea Geothermal Well Had 8.7 Seconds of Glory

Endurance Energy hoped its generator would run for a full year, but the team isn’t afraid of the “error” in “trial and error.”

An Endurance installation.
<p>Heatmap Illustration/Endurance Energy, Getty Images</p>

About 300 miles off the Oregon coast, a mile beneath the ocean’s surface, a startup just drilled the world’s first subsea geothermal well. And for a grand total of exactly 8.7 seconds, its prototype power plant generated about 2 kilowatts of net power. It wasn’t quite the result the Seattle-based Endurance Energy was hoping for — the company’s goal was to run its 100-kilowatt generator for a full year. But it’s not nothing.

“We really proved with this mission that a geothermal well could be drilled and completed on the seafloor, and doing that within 21 months of the company existing I think is really a testament to our pace of progress,” Endurance CEO Andrew Redd told me.

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AM Briefing

‘Starting to Fray’

On Greenland’s deepsea mining ban, Indonesia floating nuclear, and a solar boom

Data center construction.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: Hurricane Trudy has weakened from its peak as a Category 2 storm but still threatens up to 8 inches of rain as it swirls off Baja California • A nor’easter is howling through the Mid-Atlantic this week, hammering the coast with winds of up to 70 miles per hour • A humid overcast has settled over Paris this week as French authorities struggle to regain control after protests over living costs gave way to anarchic riots.


THE TOP FIVE

1. America’s AI infrastructure boom ‘is starting to fray’

At least 47 major data center projects have been delayed, withdrawn, or blocked so far this year, according to data the regulatory intelligence service RegLayer shared with the Financial Times — and that may be a “conservative estimate.” Just 35% of planned data centers are “credible,” analysts told the newspaper, as more than 1,000 communities across the United States now have restrictions on artificial intelligence infrastructure. The data comes as investors look increasingly jittery about AI following ChatGPT-maker OpenAI’s missing a key revenue metric this year.

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