AI data center pick-and-shovel stocks continue to outperform the market.
AI-driven data center power demand is projected to more than double in the US between 2026 and 2030 due to high-density AI ...
Artificial intelligence consumes significant amounts of power, and utilities will have to spend heavily to meet demand.
This bill aims to legally mandate that large power users, such as AI data centers consuming over 100 megawatts, cover their ...
SpaceX says the grid can't power AI, so it's betting on space. But its Colossus computers run on contested gas turbines the ...
Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that ...
Taiwan should be more proactive about managing electricity supply to prevent power constraints from diminishing economic growth, given the rapidly growing consumption by semiconductor factories, ...
Powerful open AI models creates a cybersecurity problem.Modern AI systems can identify software vulnerabilities far faster ...
Australia’s energy operator warned that AI data centers could create grid stability risks as compute demand grows across APAC.
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