Data centers are driving electricity demand that is straining US power grids, alongside a broader push to deploy solid-state power transformers to ease transformer shortages. The article says utilities can face delivery waits of up to several years for new large transformers. As a result, power infrastructure upgrades can proceed faster while replacing older hand-assembled designs that have remained largely unchanged since the 1880s.
Clean energy investment is rising despite efforts by the Trump administration to slow solar and wind rollout. Clean energy additions are set to increase by 45 gigawatts this year. The result is record capacity growth that outpaces the 2024 benchmark by about 25 percent as demand from AI data centers and tax-credit timing accelerates spending.
The Monday roundup reports shifts in the AI economy and related labor and usage metrics. Open-weight token share has doubled over the last 12 months, while closed-weight tokens grew sevenfold over the same period. It says the market is moving toward a 1:1 closed-to-open token ratio and that AI agents now use 14x more tokens than humans.
ECB economists warned that a correction in AI-driven stock markets is likely to spill over into the euro area through investors’ fund holdings. They estimate euro-area households’ exposure to US technology stocks at around €440 billion using third-quarter 2025 look-through data. The result is a possible feedback loop where fund redemptions force sales that deepen valuation drops, with effects potentially extending to sentiment, financing conditions, and hiring.
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