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Google expanded its partnership with Fervo Energy via a 396-megawatt geothermal power purchase agreement, potentially scaling to 1 GW by 2030. The deal helps Google secure critical 24/7 clean baseloa…
Chevron signed a 20-year power purchase agreement to supply electricity to Microsoft's 2.67-gigawatt data center in Texas. Using on-site Permian natural gas generation, the project bypasses the publi…
Alphabet is investing 13 billion over two years in Finland to expand AI infrastructure and clean energy. Bolstered by a 22-year nuclear power agreement with Fortum, the move directly addresses emergi…
Meta Platforms and Microsoft have secured massive 20-year nuclear energy contracts with Constellation Energy to power AI infrastructure. Meta's 1,121-megawatt agreement from the Clinton facility comm…
Bloom Energy will join the S&P 500 on September 21, benefiting from surging power demand across AI data centers. While driving strong individual stock momentum and passive fund adjustments, the index…
NRG Energy and Constellation Energy surged amid growing AI data-center power demand, securing hyperscaler contracts via gas and nuclear assets. Despite strong cash flows and raised guidance, executio…
Berkshire Hathaway highlighted its dual AI strategy, revealing Alphabet as its third-largest common-stock holding valued at $37.8 billion across 106 million shares. Berkshire also benefits from surgi…
Microsoft secured a 20-year power purchase agreement with Chevron's subsidiary for a 2.67 GW Texas project starting in 2028. The deal provides reliable natural gas-backed electricity to alleviate AI …
Alphabet secured a deal with Fervo Energy for up to 1 gigawatt of geothermal electricity from Utah's Cape Station starting in 2028. This agreement fuels Google's expanding AI infrastructure and data …
Chevron returned $119 billion to shareholders over five years through strict cost discipline. Moving forward, the energy giant faces geopolitical risks in exploration while branching into AI data cen…
Hennessy Fund's Q2 2026 letter highlighted Dominion Energy, citing regulated earnings stability, debt reduction, and strong secular tailwinds from surging AI data center power demand across Virginia,…
The VanEck Uranium and Nuclear ETF offers exposure to AI data center growth while hedging against potential tech pullbacks. Nuclear power provides essential 24/7 baseload electricity for AI computing…
Harbor Capital launched the Munificent Seven ETF (BBLS) to capitalize on surging AI power demand by investing in major energy producers like ExxonMobil. The fund targets the physical infrastructure a…
Thiel Macro's $419M portfolio targets AI power constraints with Amazon as its largest holding ($118M). AWS revenue surged 37% year-over-year to $42.2B, as Amazon invests in nuclear SMRs like X-Energy…
AI data centers face mounting energy constraints, driving tech hyperscalers to secure massive clean power supplies. Microsoft signed a landmark 20-year power agreement with Constellation Energy to re…
NVIDIA is investing up to $3 billion in power infrastructure firm Lancium to secure power grid capacity for AI data centers. This strategic move directly tackles the key electricity bottleneck limiti…
Enbridge stock fell 7% post-earnings on debt concerns and lower EPS, but strong dividend, growing DCF, and CA$41B project backlog including Meta data center partnerships support long-term bullish out…
Energy Transfer (ET) posted strong Q2 2026 results with record volumes across midstream, NGL, and crude segments, raising 2026 EBITDA guidance by $500M. Growth driven by Permian expansion, data cente…
Article compares Bloom Energy, Oklo, and NuScale for AI-power investment potential, favoring Bloom for its profitability. Meta Platforms is mentioned as a partner in Oklo's Ohio nuclear reactor proje…
Safe Bulkers and Capital Power reported solid Q2 results driven by fleet efficiency and diversification. Capital Power's Meta data-center power agreement highlights growing corporate demand for relia…