Market context
Follow the story. See which markets it affects. Explore the context.
Alphabet's Google has partnered with Nordic utility Fortum to power its Finnish data centers using nuclear energy. The deal reflects a broader trend of hyperscalers securing nuclear power to meet soa…
Google signed a major power purchase agreement with Fervo Energy for up to 400 megawatts of clean geothermal power starting in 2028. The deal secures round-the-clock electricity for planned AI data c…
Nvidia and Google are fast-tracking the adoption of an 800V DC power architecture, aiming for Q3 2026 shipments. The technology will first deploy on Nvidia's Vera Rubin platform and Google's next-gen…
Google reports that connection time to Virginia's power grid, hosting many US data centers, has increased to 10 years, signaling infrastructure delays but no immediate trading impact.
Google joined the Data Center Safety Council, reinforcing its leadership in data center health, safety, and sustainable operations to support growth and innovation with a focus on carbon-free energy …
Nvidia's bullish AI outlook drives optimism despite inflation and geopolitical worries. Tesla's large battery plant deal and Google's AI data center cooling talks support positive sentiment ahead of …
US tech giants including Google, Microsoft, Amazon, and Meta sign White House pledge to cover AI data center power costs, preventing hikes in consumer electricity bills amid rising energy demands.
Tech giants including Google, Meta, and Microsoft pledge to supply their own power for data centers amid political pressure and rising energy demands, driven by AI growth and infrastructure challenge…
AI-driven semiconductor stocks soar as major tech firms like Amazon, Google, Meta, and Microsoft plan massive AI data center investments; software makers face severe declines amid AI automation conce…
Governors and the Trump administration will sign a two-year price cap deal to limit power costs for PJM grid auctions, impacting data centers like Amazon and Google amid rising electricity demands dr…
Google faces decade-long wait times to connect new data centers to the US electrical grid, prompting exploration of co-location next to power plants to bypass transmission delays and regulatory chall…
Major tech firms including Amazon, Microsoft, Nvidia, Meta, and Google are investing heavily in AI-focused deals with OpenAI and related startups, signaling strong growth and competition in AI infras…
AI-driven demand for data centers boosts construction work and revenue prospects for Amazon, Microsoft, and Google, amid labor shortages and expansion plans fueling long-term industry growth.
Google plans a $40 billion investment in new Texas data centers with solar and battery projects through 2027, boosting AI and cloud infrastructure while supporting energy efficiency and workforce tra…
Alphabet plans to invest $40 billion in three Texas data centers through 2027 to boost AI capabilities, create jobs, and support local energy initiatives.
Alphabet announces a $40 billion investment in three Texas data centers through 2027, boosting AI capacity, job creation, and energy initiatives.
Alphabet plans a $40 billion investment in three Texas data centers to boost AI capacity, create jobs, and promote energy affordability, reflecting strong growth prospects through 2027.
Alphabet's Google plans to invest $40 billion to build three new Texas data centers by 2027, signaling strong infrastructure expansion.
Meta employs off-balance-sheet financing via SPVs to fund AI infrastructure, raising concerns about hidden leverage amid rapid sector growth and similar moves by competitors like xAI and Google.
Google invests heavily in behind-the-meter gas-fired power plants to support its data center expansion amid US grid power constraints, with operations expected to scale by 2030 despite turbine supply…