Hitachi Joins 12-Company Power Coalition to Break the Biggest Bottleneck in US AI Data CentersA · FULL TRANSLATION
- A Silicon Valley foundation launched the Data Center Power Coalition with 12 energy partners including Hitachi
- It promotes 'power co-development'—designing generation, storage, transmission and computing as one
- US data centers may consume 649 TWh by 2030, 11.8% of national power
- The goal: cut power-procurement lead times from years to months
The binding constraint on AI infrastructure is now officially electricity. On June 30 Silicon Valley incubator the Gibrandoi Foundation launched the Data Center Power Coalition—12 energy partners including Hitachi—to push 'power co-development': integrating generation, storage and transmission with computing from the design stage. Lawrence Berkeley National Laboratory projects US data centers will draw 649 TWh by 2030, 11.8% of national consumption, and new capacity is queued years behind grid access; the coalition aims to compress that to months using distributed solar and batteries built into the campus itself.
For Japan, this exports its grid-and-heavy-electric integration strength into the top of the US AI capex stack. For Taiwan, wrestling with its own data-center power anxiety, the model is a leading experiment—and the 'power leg' of AI deserves the same investor attention as the chip leg.
[JETRO Business News, San Francisco, July 2, 2026 — abridged] The Gibrandoi Foundation, a Silicon Valley incubator, announced on June 30 the launch of the Data Center Power Coalition to build power infrastructure for AI data centers. Comprising 12 energy partners including Hitachi, it promotes 'Power Co-Development'—integrated design of generation, storage, transmission and computing. Lawrence Berkeley National Laboratory projects US data-center consumption of 649 TWh by 2030, or 11.8% of national power. The coalition aims to integrate distributed resources such as solar and batteries from the design stage, shortening power-procurement lead times from years to months. Hitachi's data-center CBO KJ Joshi said the power problem 'cannot be solved by any single company' and requires the whole energy ecosystem to deliver reliable clean power at AI speed and scale. Members include Amperesand, DG Matrix, Emerald AI, florrent, GridCARE, Hammerhead AI, Hanwha Data Centers, Hitachi, NeuralWatt and Planted Solar.