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Eos Energy surged following a clean energy collaboration with Google and MN8 Energy to power Google's data centers. The planned solar and long-duration battery storage projects will support Google's …
Google partners with Eos Energy Enterprises and MN8 Energy to deploy zinc-based battery storage for its West Virginia data centers. The long-duration storage project aims to enhance regional grid sta…
FuelCell Energy shares sank 9% after reporting a wider Q3 loss and revenue miss due to high costs tied to data center contracts. The company also announced delivering its first two carbon capture mod…
AI data center infrastructure providers Vertiv, Comfort Systems USA, and Sterling Infrastructure report surging backlogs and robust revenue growth. Massive demand for power, liquid cooling, and physi…
Google partnered with MN8 Energy and Eos Energy Enterprises to deploy utility-scale solar and long-duration zinc energy storage in West Virginia, securing clean, dispatchable power for its regional d…
Google partnered with MN8 Energy and Eos Energy Enterprises to build a solar and multi-technology energy storage project in West Virginia. The initiative will supply clean, 24/7 power to the PJM grid…
PJM Interconnection removed Oklo's Meta-backed 750 MW Ohio power project from its grid queue, causing project delays of at least 14 months. The project was slated to supply power to Meta's data cente…
SoftBank-backed SB Energy filed for an IPO targeting $5 billion to $7 billion. Nvidia committed a $3 billion investment via a private placement and prepaid forward contract, securing massive AI infra…
U.S. AI data center growth is projected to consume nearly 12% of electricity by 2030. Regulators and states are restructuring tariffs to require hyperscalers to co-invest in generation and grid infra…
Severe gas turbine shortages and four-year grid interconnection queues are forcing hyperscalers and developers toward behind-the-meter microgrids. In response to the complex generation environment, f…
Fervo Energy announced a 396-megawatt geothermal power purchase agreement with Google to power potential Utah data centers starting in 2028. The deal includes an expansion option of up to nearly 1 GW…
Midstream energy partnerships Energy Transfer (ET) and MPLX (MPLX) are well-positioned for growth due to rising energy demand and data-center needs. While both face risks like commodity volatility an…
Mizuho initiated coverage on Talen Energy (TLN) with an 'Outperform' rating, citing its strong position in the PJM power market, crucial for data centers. While TLN is not in the allowed symbols list…
Oklo's AI nuclear power narrative faces reality checks amid high development costs, regulatory steps, and fuel supply constraints. Despite speculative buzz and a landmark 1.2 GW partnership with Meta…
AI data centers are transitioning from 48V to 800V rack architectures to meet escalating power demands. Suppliers like Navitas are securing design wins in NVIDIA's MGX 800V ecosystem, reinforcing NVI…
Wolfspeed shares plunged following disappointing earnings, persistent negative gross margins of 25%, and weak revenue of $149.6 million. Underutilized manufacturing plants and reduced silicon carbide…
Surging AI data center power demand drives massive backlogs and price spikes for natural gas turbine makers. Tech giants like Microsoft are deploying on-site gas power to bypass strained electrical g…
Nvidia invested in Cloverleaf Infrastructure to address AI power bottlenecks, signaling a long-term strategic move to secure future revenue. Despite current valuation upside and this proactive infras…
BlackRock CEO Larry Fink highlighted that the US requires over 70 gigawatts of power for AI infrastructure. He framed AI compute and Nvidia hardware as a massive new asset class attracting institutio…
AI chip startup Velaura AI reached unicorn status after raising $110 million in Series A funding. The capital will accelerate development of its low-power chip architecture and Titan Core platform, a…