February 14, 2026

Top news (Global)

• NCCETC’s 2025 Power Decarbonization Annual Review flags data-center-driven “large-load” electricity tariffs as a major US trend, alongside big planned additions across solar, gas, storage and wind.
• Dell and NVIDIA’s workstation-to-rack platform push highlights how rack-scale GPU systems (GH200/H200/GB200) and unified memory architectures are accelerating multiphysics simulation workloads—tightening the link between AI/HPC demand and data center compute density.
• Azerbaijan positions itself as a connectivity and AI hub with stated plans spanning electricity cables, fiber-optics, data centers and AI, tied to regional corridor development.

Key deals & projects

US: power-market shifts for large loads

• NCCETC releases 2025 Power Decarbonization Annual Review
  • The NC Clean Energy Technology Center reports 49 states plus Puerto Rico took 667 actions on power decarbonization in 2025.
  • The review highlights large-load tariffs driven by data center growth as a notable trend to watch for project underwriting and contract structures.

Europe / UK–Malaysia: ecosystem-building for sustainable data centres

• UK–Southeast Asia Tech Week 2026
  • The UK launched a Kuala Lumpur program (11–13 Feb) to deepen digital collaboration with Malaysia, including sessions on AI, cybersecurity, and sustainable data centres.
  • Program details: 10 UK technology companies participated; UK partners cited 30,000+ employees and combined valuation exceeding £100 billion; launch of the ASEAN-UK TradeTech Lookbook.

Caucasus: connectivity corridor + digital infrastructure intent

• Azerbaijan president discusses corridors, energy and AI
  • President Ilham Aliyev described Azerbaijan’s ambition to be a transit and connectivity hub, referencing the Zangezur Corridor.
  • He also referenced plans for electricity cables, fiber-optics, data centers and artificial intelligence (no project sizes/timelines disclosed).

Power and grid / interconnection highlights

US planned capacity additions (system context for data center supply)

• NCCETC’s annual review and “50 States of Power Decarbonization” documents planned additions of:
  • 144,405 MW solar
  • 125,016 MW natural gas
  • 58,581 MW storage
  • 58,381 MW wind
• For investors, the report’s emphasis on large-load tariffs suggests continued evolution of how utilities and regulators price and allocate costs for rapid load growth.

Technology & demand drivers (compute intensity)

GPU platforms moving “desktop to rack-scale”

• Dell and NVIDIA enable full‑fidelity multiphysics simulations
  • Dell highlighted Dell Pro Max workstations (RTX PRO 6000 Blackwell) and Dell PowerEdge servers built around GH200/H200/GB200 platforms, citing NVIDIA unified memory architectures.
  • Performance claims cited by software partners:
    • Ansys: a 2.4‑billion‑cell simulation completed in 6 hours on 320 GH200 GPUs vs 4 weeks on a 2,048‑core CPU cluster.
    • COMSOL: 5x or greater speedups using cuDSS.

Policy / regulation and market structure

US: growing regulatory attention to large load connections

• NCCETC’s 2025 review underscores that tariff design for large loads is becoming a mainstream issue across jurisdictions as data center growth drives demand.

Two-line close

Power-market rules for serving very large loads are changing quickly, and investors should expect continued movement in tariff design and procurement pathways.

At the same time, rising GPU-enabled simulation and AI workloads reinforce the need to align compute expansion with credible power and connectivity buildout.