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Microsoft entered an exclusivity agreement with Chevron and Engine No. 1 to secure natural gas power for large AI data centers in Texas, supporting its AI expansion efforts. The $7 billion project ta…
Alphabet signed a 20-year deal for new solar power to support a Michigan data center, committing $10 million to local clean energy initiatives alongside new infrastructure scaling.
The White House's Ratepayer Protection Pledge aims to have tech giants like Alphabet and Meta build their own energy plants to mitigate rising electricity costs due to AI-driven data center expansion…
Morgan Stanley reinstates Nvidia as its top chip stock pick, citing strong AI-driven demand and upcoming product launches despite recent sluggish performance. Analysts see a good entry point with mul…
Meta partners with Oklo to develop a 1.2 GW advanced nuclear campus supporting AI data centers, validating long-term AI energy demand but with multi-year execution risks and investment uncertainty.
Europe's Ariane 64 rocket successfully launched 32 satellites for Amazon's low Earth orbit constellation, marking the start of 18 planned Ariane 6 missions for Amazon's Kuiper project.
Meta Platforms secured a long-term advanced nuclear power deal with Oklo, supporting its data center and AI infrastructure, signaling growth potential despite near-term uncertainties and volatile OKL…
Meta plans to invest over $14 billion in advanced nuclear reactors from Oklo and TerraPower for data centers, aiming for carbon-free power by 2030 despite high costs and regulatory hurdles.
Microsoft partners to power its data centers by reopening the Three Mile Island nuclear reactor, sparking local controversy but promising jobs and clean energy amid growing nuclear support.
Microsoft's Director of Global Supply Chain, Madhivanan T. A., joins Red Post Energy's Advisory Board, bringing expertise in data-center infrastructure and global supply chains to support energy and …
Amazon Web Services announced FastNet, a high-capacity transatlantic cable connecting the US and Ireland, operational in 2028 to enhance data pathway diversity.
Google partners with I Squared Capital to develop Broadwing clean energy project, targeting final investment decision by Q2 2026 and commercial operations by 2030.
OpenAI may allocate more spending on Oracle servers than Microsoft by 2030, potentially weakening Microsoft's hardware revenue prospects.