Bar/line chart: rising market for data center liquid cooling from 2020 to 2027, showing blue Direct Liquid and orange Immersion bars plus a gray growth line.

Softbank Liquid Cooling 2024, 5,000 MW G 42 AI Campus Plan

Top 10 Liquid Cooling Projects: Meta's $65 B Overhaul, Softbank's 10, 000 MW…


Bar chart of top global corporate clean-energy buyers in 2025, led by Meta and Amazon, by energy type (solar, wind, co-located, nuclear, other).

Meta Nuclear Strategy 2026: 8 TerraPower Reactors

Top 10 Advanced Reactor Strategies: Meta's 6.6 GW Deal with Terra Power & 4…


Chart titled 'Illustrative Islanded GW-Scale Datacenter Redundancy Overbuild vs. Unit Size (3 Nines Uptime)'. It shows redundancy percentage rising with unit size: Small ~10–15%, Medium ~15–25%, Large ~>50%, Large/Largest >100%. Left axis labeled Redundancy Overbuild (%), right of axis not shown. Icons of engines and a data-center module illustrate increasing redundancy; source note at bottom left: 'Source: SemiAnalysis Datacenter Industry Model'

ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled

SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement,…


Bar chart: Texas large load requests vs approvals (Feb–Nov 2025). Blue bars = New Large Load Request, orange bars = Approved to Energize; notable approvals in April (473 MW) and November (210 MW, small).

Last Energy Nuclear 2026, 136 GW ERCOT Queue

SMR Deployment for Texas Data Centers, Last Energy 600 MW Plan, Fermi America…


Projected U.S. data center power demand by state (Rest of Country, Georgia, Arizona, Texas, Virginia) from 2024 to 2035; total rises to about 100 GW.

Duke Energy Fuel Cell 2026, $102.2B Plan, Southern Co

SOFC Data Center Power, Duke & Southern 50 GW Load, $81 B Southern Co Plan, and…


Data center hallway with tall server racks and colorful cable trays, a technician in blue overalls operates a control panel.

Bloom Energy Fuel Cell 2026, 2.8 GW Oracle Agreement

SOFC Data Center Deals, 2.8 GW Oracle Agreement, 450 MW SDCL Pact, and 5+ Key…


Bloom Energy at a Glance: six pale tiles with deployed ~1.5 GW, >$26B market cap, 1,200+ sites, >500 patents, and >$1.2B R&D, beside a world map of locations.

Fuel Cell Energy Fuel Cell 2026, 12.5 MW Block, Inuverse MOU

Fuel Cell Energy MCFC Grid Constraints, 450 MW SDCL Plan, 275% Pipeline Surge,…


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