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Originally published on ILSR.org

Nearly 7 gigawatts of new power generation capacity came online in the second quarter of 2021. Renewable energy generation capacity growth was comparable to last quarter, while new fossil gas construction dropped dramatically. In 4 of the last 8 quarters, the fossil gas contribution to new power generation capacity has been less than 10%. It has been two years since fossil fuel plants made up the majority of quarterly added generation capacity.

In the chart below, we illustrate the past two years of new power plant capacity in the US, disaggregated by energy source on a quarterly basis.

Wind Picks Up Large Solar’s Losses

After contributing over 30% of quarterly new power generation capacity for the last three quarters, utility-scale solar has lost some steam. 1.8 gigawatts of utility-scale solar came online this quarter, compared to 2.6 gigawatts in the first quarter of 2021. The solar industry as a whole is facing some supply constraints, according to the Solar Energy Industries Association (SEIA) and Wood Mackenzie.

The development of the wind industry, on the other hand, picked up slightly this quarter. 3.3 gigawatts of wind generation capacity were installed in the second quarter of 2021, compared to just under 3 gigawatts in the previous quarter. Wind power made up nearly half of all generation capacity added this quarter, making wind the largest contributor to new power generation capacity for three straight quarters. All of the wind capacity built out in the second quarter of 2021 was onshore.


Find out how we can Get More Solar by Making Utilities Share Data.


Demand for Distributed Solar is Only Growing

Distributed solar had a strong showing in the second quarter of 2021, showing a slight edge over an already impressive first quarter. The 100 megawatt quarter-over-quarter increase in generation capacity growth can be attributed to increases in residential, commercial, and community solar.


Watch as community solar progresses nationwide in our National Community Solar Programs Tracker.


According to SEIA and Wood Mackenzie, most residential solar was installed in California, Florida, or Texas. In California and Texas, the electric grid has shown itself vulnerable to failure or wildfire-induced shutoffs. Residents recovering from shut-offs and massive grid failures have every reason to find resilience through solar.


Distributed solar, especially when paired with storage, can provide great resilience to residential electric customers. See how installing solar with storage on Puerto Rico’s homes could power the island with 75% renewable energy by 2035 and provide resiliency for all.


The federal solar investment tax credit is not scheduled to step down into 2022, so 2021 may not see the same end of the year solar push as seen in previous years.

Gas Buildout Grinds to a Halt

Only 9 gas plants were built in the second quarter of 2021, with a total nameplate capacity of 346 megawatts — the lowest second quarter for gas on record. Only the third quarters of 2019 and 2020 had lower showings for gas buildout. Could the third quarter of 2021 set a new quarterly low for gas?

Gas has contributed less than 10% of new generation capacity in 4 of the last 8 quarters. Given current trends toward higher gas prices, and proposed federal policy, it is unlikely that conventional fossil gas will ever be a majority of new power plant capacity again.

Interested in earlier trends and analysis of new power plant capacity? Check out our archive, illustrating how electricity generation has changed in previous quarters and years.


This article originally posted at ilsr.org. For timely updates, follow John Farrell on Twitter or get the Energy Democracy weekly update.

Featured Photo Credit: U.S. Department of Agriculture via Flickr (CC BY-ND 2.0)

 

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Anthropic to triple international workforce in global AI push

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Anthropic to triple international workforce in global AI push

Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images

Anthropic is stepping up its global enterprise ambitions.

The $183 billion artificial intelligence startup has grown its business customer base from under 1,000 to more than 300,000 in just two years, as demand for Claude‘s models accelerates across industries and regions.

On Friday, the company announced it will triple its international workforce and expand its applied AI team fivefold in 2025, as it scales beyond the U.S. and intensifies competition with OpenAI, Microsoft and Google.

That expansion comes as international demand increasingly drives the company’s momentum.

Claude’s global usage has reached an inflection point: nearly 80% of activity now comes from outside the United States. On a per-person basis, adoption in countries like South Korea, Australia and Singapore has already surpassed that of the U.S.

In an exclusive interview, Chief Commercial Officer Paul Smith told CNBC that Anthropic’s international growth is outpacing even their most ambitious forecasts, with major customers coming online well before boots hit the ground. 

“What is amazing is we haven’t, up until recently, had significant human presence in Europe, in Japan, in our international markets, and yet we already have a very, very significant business over there,” said Smith. 

He pointed to rapid adoption in sectors like life sciences and sovereign wealth management.

At Novo Nordisk, the Danish pharmaceutical giant behind Ozempic, Claude helped compress what’s typically a three-month analysis and reporting phase at the end of a drug development cycle into just a few days.

Smith said Anthropic is now ramping up hiring across its priority global markets.

The company is recruiting country leads for India, Australia and New Zealand, Korea, and Singapore, with broader expansion underway across the UK, northern and southern Europe, Germany, Austria, and Switzerland.

As part of its international push, Anthropic is opening its first Asia office in Tokyo and scaling operations across Europe — including more than 100 new roles in Dublin and London and a research-focused hub in Zurich. Additional locations are expected to follow in the coming months.

The global expansion is being spearheaded by Chris Ciauri, who recently joined Anthropic as managing director of international. A longtime enterprise veteran, Ciauri previously served as CEO of Unily and held senior roles at Google Cloud and Salesforce, where he worked alongside Smith and helped grow EMEA revenue from $200 million to more than $3 billion. 

“G20 governments are approaching us about doing really, really interesting things at a citizen enablement level,” he told CNBC, adding that large companies across Europe and Asia are also now engaging Anthropic on industry-specific use cases.

Anthropic hits $183 billion valuation

A new front in the AI wars

Anthropic’s push abroad comes as the enterprise AI race enters a more mature and competitive phase.

The company recently hit a $5 billion revenue run-rate, up from $87 million at the start of 2024, fueled by growing demand for its Claude family of models in enterprise environments.

That milestone puts Anthropic squarely in competition with the incumbents. 

OpenAI this week launched an $850 billion global infrastructure expansion with Oracle, Nvidia, and SoftBank to support continued growth. Microsoft and Google, meanwhile, are embedding AI into every layer of their productivity, cloud, and developer ecosystems — making it easier for CIOs to tack on tools like Copilot or Gemini without overhauling their stack.

Anthropic is betting that companies want more than an add-on.

The pitch is a pure-play AI experience, with direct access to Claude’s frontier models — not just a wrapper inside legacy software. That strategy has become a key point of differentiation as enterprises shift from experimentation to implementation at scale.

Across sectors, organizations are now embedding AI into core workflows, not just for summarization or chat, but for tasks like customer service, fraud detection, regulatory analysis, code review, and complex decision-making.

Still, Smith said most large enterprises are adopting hybrid strategies combining direct access to Claude with integrations through AWS, Google Cloud, and other third-party platforms, and emphasized that these partnerships are additive, not competitive.

“There’s a very good reason why, if you’re an AWS customer, you should also consume Anthropic through Bedrock — and if you’re a great Google customer, through Vertex,” he said. 

Ultimately, he said, an enterprise will have a multi-faceted relationship with a player like Anthropic.

Anthropic’s applied AI team, which helps customers deploy Claude at scale, is set to grow fivefold in the next year.

Unlike some rivals, the company doesn’t rely on productivity suite integration or a legacy install base. Its focus is on building deep, domain-specific systems tailored to verticals like telecom, pharmaceuticals, financial services, and government.

“You need the applied AI team that understands their particular industry context,” Smith said.

He explained that true enterprise deployment also requires a broader ecosystem: both large global systems integrators and niche consultancies trained to implement Claude Code and build custom agents.

Anthropic is also investing in 24/7 support and infrastructure for data sovereignty — especially important for customers in regulated sectors.

OpenAI accelerates global expansion to win enterprise deals directly from customers

“We’re meticulously working through everything that you need that removes the barriers to adoption in these very large enterprises,” Smith said, emphasizing that enterprise isn’t just one part of their business, it’s the entire focus.

At the same time, OpenAI has been aggressively scaling its international enterprise efforts.

OpenAI Chief Operating Officer Brad Lightcap has grown the company’s go-to-market team from about 50 to more than 700 over the past 18 months, spanning sales, customer success, developer relations, and strategic partnerships. 

Last month, OpenAI opened offices in Brazil, India, and Australia — and this week in Abilene, Texas, CEO Sam Altman told CNBC that usage of ChatGPT has surged roughly tenfold over the past 18 months, thanks in large part to growth on the enterprise side.

That momentum continued on Thursday, when OpenAI deepened its enterprise reach with a formal integration into Databricks — signaling a new phase in its push for commercial adoption.

Anthropic taps Gulf wealth: $13B raise brings in Qatar’s sovereign fund at $183B valuation

Claude’s global customer base

As enterprise AI adoption accelerates, so too does scrutiny.

A recent MIT study found that many so-called deployments have shown little to no measurable impact — raising real questions about how deeply these tools are actually being integrated. But Anthropic executives say Claude is already delivering tangible results at scale.

Across Europe and Asia-Pacific, Claude is powering core enterprise operations.

At Norway’s Norges Bank Investment Management, the world’s largest sovereign wealth fund, Claude helps analyze multi-billion-dollar investments and has already saved 213,000 hours, a 20% productivity gain across 9,000 portfolio companies.

Novo Nordisk cut clinical documentation time from more than 10 weeks to 10 minutes and halved review cycles. SK Telecom, which is deploying Claude in Korea as part of a company-wide AI overhaul, boosted customer service quality by 34%. The European Parliament made millions of historical documents searchable and translatable, and the Commonwealth Bank of Australia slashed scam losses by 50%.

“The demand signal we’ve got is unprecedented. It’s like nothing I’ve ever seen,” said Smith. “There isn’t a single enterprise in the world where they don’t have some kind of software development backlog.”

Smith said Claude Code, launched in May, is already a $500 million product, with usage up 10x in just three months.

“It’s one of the fastest-growing products that’s ever been launched,” he said. “It’s an entry point. Happens to be an incredibly popular entry point right now.”

But the impact goes well beyond software development.

Localization — both linguistic and cultural — is part of what Ciauri sees as a key differentiator. He pointed to Panasonic’s Claude integration as an example, with the Japanese conglomerate using their models tailored to local language and cultural context.  

“That’s a super important differentiator as you think about how you really maximize results for enterprise,” said Ciauri.

“You get these pockets of success,” Smith added, “that you can then start to scale.”

WATCH: AI firms pull in $65 billion so far this year, claiming 77% of venture dollars

AI firms pull in $65 billion so far this year, claiming 77% of venture dollars

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XPeng (XPEV) continues global expansion, announcing entry into five additional EU markets

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XPeng (XPEV) continues global expansion, announcing entry into five additional EU markets

XPeng Motors is making good on previously shared plans to expand to 60 global markets this year, many of which already include countries in the EU. The Chinese automaker announced five new markets and some pop-ups in additional regions as it continues its quest to become a household name in BEVs.

As we reported in late 2024, an internal letter from XPeng Motors ($XPEV) founder and CEO He Xiaopeng outlined the company’s goals for 2025 and long-term targets to continue global growth in hopes of becoming a household name in EVs. Per the letter, XPeng is striving to become a leading global AI car company in products, business, organization, and globalization within the next ten years.

At the end of last year, XPeng Motors had already entered 30 countries and regions, but the company shared goals to boost that number to over 60 countries by the end of 2025. XPeng’s current footprint in the EU includes Belgium, the Czech Republic, Denmark, France, Germany, Iceland, Ireland, Luxembourg, the Netherlands, Norway, Poland, Portugal, Slovakia, Spain, Sweden, and the UK.

Europe has and will continue to play a massive role in XPeng’s expansion plans, which, until today, most recently included the addition of Italy. Today, XPeng announced plans to sell its EVs in five additional EU markets, bringing the total to over 20 regional markets.

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XPeng EU
Source: XPeng Motors/Weibo

XPeng expands EU footprint with entry into Austria, more

XPeng Motors shared details of its latest EU expansion in a Weibo post on Thursday evening local time. Here’s what it said.

XPeng Motors accelerates its European expansion! It has officially launched in five markets: Switzerland, Austria, Hungary, Slovenia, and Croatia, with the simultaneous debut of several popular new models, accelerating its globalization efforts.

Going forward, XPeng will continue its expansion into Europe, redefining the driving experience with intelligent technology and allowing more users to experience the exceptional charm of ‘Made in China.’

I could have sworn XPeng already has a presence in Switzerland, but it’s certainly official now alongside four other gorgeous markets in the EU. Per CnEVPost, the Chinese automaker has partnered with European mobility service provider Hedin Group in Switzerland. It plans to launch its 2025 G6 and G9 SUV models first, followed by the P7+ sedan in the first half of 2026.

In Austria, XPeng plans to use the same dealership network strategy it deployed in Germany. Sales will begin in October with ten locations before expanding to 20 next year. Lastly, operations in the remaining three EU markets (Croatia, Hungary, and Slovenia) will be managed by a joint venture with XPeng, AutoWallis Group, and Salvador Caetano Group.

XPeng also shared plans for pop-up stores in Budapest, Ljubljana, and Zagreb this fall, where it will showcase its 2025 G6 and G9 BEVs. Perhaps we will see official entry into those markets next. It’s very possible!

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Lucid and NFL star Travis Kelce turn EV test drives into $87 donations for a good cause

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Lucid and NFL star Travis Kelce turn EV test drives into  donations for a good cause

The Kelce Car Jam is back, baby. Hosted by one of the NFL’s hottest stars (and Taylor Swift’s new fiancé), Travis Kelce, Lucid Motors (LCID) will be at the event, offering the chance to test drive its luxury electric vehicles. For every EV test drive, Lucid pledges to donate $87 to Kelce’s Eighty-Seven and Running Foundation.

Lucid donates to Travis Kelce Foundation for test drives

With Gravity production ramping up at its plant in Arizona, luxury EV maker Lucid plans to put the electric SUV to good use this weekend.

Fresh off his first win of the season, Chiefs tight end Travis Kelce announced on his New Heights podcast that the Kelce Car Jam will kick off in Kansas City this Friday.

Kelce is promising to bring out some “new old schools,” including a ’99 Jeep Wrangler with woodgrain on the side, but a new generation of vehicles will also make an appearance.

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Lucid will be at the event offering the chance to test drive two all-electric luxury vehicles, the Air and its new Gravity SUV.

“Lucid is a technology company looking to drive change around the world,” the company’s senior vice president of marketing, Akerho Oghoghomeh, said, adding that “our tour stop with Eighty-Seven & Running at the Kelce Car Jam in Kansas City is one way we’re leaving our mark in the community.”

Lucid-Gravity-Travis-Kelce
The Lucid Gravity SUV (Source: Lucid)

For every test drive, Lucid said it will donate $87 to Kelce’s Eighty-Seven & Running Foundation, which is designed to help underserved youth in Kansas City and his hometown of Cleveland Heights, Ohio.

Kelce founded Eighty-Seven & Running in 2015 to mentor disadvantaged youth, help develop their skills, and motivate them to reach their full potential. He said that after growing up in the diverse suburbs of Cleveland Heights, Ohio, he wanted to help those who weren’t fortunate enough to have the same support or opportunities as others.

Lucid-Travis-Kelce
The Lucid Air luxury electric sedan (Source: Lucid)

The Eighty-Seven & Running Foundation hosts fundraising events, athletic programs, mentoring initiatives, and outreach programs to support the cause.

Since it started offering test drives, Lucid’s interim CEO Marc Winterhoff said the Gravity SUVs’ daily order rate has nearly doubled. Winterhoff claimed this week during an interview with Brew Markets that the Gravity has “so many orders,” it’s honoring the $7,500 federal tax credit until the end of the year.

The Kelce Car Jam kicks off Friday, September 26, 2025, at 5 pm. Are you attending the event? Tag us on social media if you find the Lucid booth. You can find Lucid at the following locations:

  • Friday, Sept 26, 7 am – 11 am
    Messenger Coffee – Grand Blvd
  • Saturday, Sept 27, 8 am – 3 pm
    City Market – Farmers Market
  • Monday, Sept 29, 7 am – 11 am
    Messenger Coffee – Grand Blvd

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