AI Infrastructure 2026, $551B Memory Market, Microsoft
Power-First Data Centers: Amazon's $715 B AI Spend, a 500% RAM Price Surge, and…
DRAM Market 2028, $100B HBM Projection, NVIDIA Demand
HBM Supply Constraint: SK Hynix, Samsung Sold Out Through 2026 as AI Consumes…
Next Era Energy Solar 2026, 2.5 GW Meta Agreement
Next Era Energy Solar PPAs, 2.5 GW Meta Deal, 11 Power Purchase Agreements, and…
Microsoft Nuclear 2026, 6 GW PJM Shortfall, Constellation
Microsoft SMR Strategy: $1 B Constellation Deal, 6 GW PJM Shortfall, and…
Gresham House Energy Storage 2026, £2.7B SUSI Partners Deal
BESS UK Grid Delays, Gresham House £2.7 B SUSI Partners Deal, 13-Year Wait…
ERCOT Energy Storage 2026, $139.6M es Volta Financing
BESS in ERCOT 2026: $15 B Data Center Risk, $5 B Texas Energy Fund, and 15.7 GW…
Vertiv Liquid Cooling 2026, 11.3% Share, Generate Capital
Vertiv Liquid Cooling Capacity, $7.2 B NVIDIA Backlog, 26-Week Lead Times, and…
MARA Holdings CCGT 2026, $1.51B Barclays-Financed Deal
MARA CCGT Strategy, $1.5 B Long Ridge Acquisition, $785 M Barclays Loan, and…
Google Solar 2026, $4.75B Intersect Power Deal
Google Solar Vertical Integration: $4.75 B Intersect Power Acquisition, 5 GW AI…
Vulcan Energy Geothermal 2026, €2.2B Financing, EIB Loan
Vulcan Energy Geothermal Delays, €2.2 B Financing Secured for Volkswagen…