Siemens Energy orders hit record on ‘enormous’ data centre demand
German maker of gas turbines says rapacious need for electricity to power AI boom drives sales
German maker of gas turbines says rapacious need for electricity to power AI boom drives sales

German group’s order backlog reaches record levels

Official enquiries about grid connections suggest need for speedy energy access will support fossil fuel use

US president pushes data centre operators to build their own power supplies as AI demand adds to costs

A supply crunch in giant turbines for gas-powered plants threatens environmental and geopolitical consequences

Progress could come down to power supply — and the US is falling behind

Also in today’s newsletter, an interview with former BP chief executive Bernard Looney on the global AI power crunch