Thea Energy Nuclear 2026, Google PPA, 6 Agreements
Advanced Reactor PPAs, Google's 200 MW Deal, Thea Energy's $100 M Fund, and 6…
Adani AI Data Center 2035, $15B Google Hub Plans
Adani AI Data Center Energy, $100 B Investment, Jabil Partnership, and 5 GW in…
PJM Grid Infrastructure 2026, $3.5B Talen Energy Deal
PJM Grid Infrastructure, 9.3 GW FERC Fast-Track Approval, 51 Projects Cleared,…
Google 24/7 CFE 2026, 1.2 GW Nuclear, Clearway PPA
Google Advanced Reactor Strategy, a 1.2 GW Clearway PPA, the $4.75 B Intersect…
AI Data Center 2026, $1.7T Capex Projections, Microsoft
Data Center Grid Lock, Google $20 B Intersect Power Deal, 7 GW US Crisis, and…
AI Infrastructure 2026, $133B Spend by Microsoft, Amazon
AI Infrastructure Failures: Microsoft's Crowd Strike Outage, Google's Gemini…
Penguin Solutions KV Cache 2026, 2.5x Faster with Nvidia
KV Cache Infrastructure, Penguin Solutions CXL Server Launch, 94% Latency…
Bloom Energy Fuel Cell 2026, $25 B Brookfield Partnership
Bloom Energy SOFC Scale-Up, $25 B Brookfield Partnership, 2.45 GW Oracle Deal,…
Baker Hughes Gas Turbines 2026, 270 MW Frontier Deal
Gas Turbine Lead Times: Baker Hughes 1.8 GW Kodiak Deal, a 1 GW Firm Order, and…
Gates Liquid Cooling 2026, $800B Capex, 18.4% Market Share
Liquid Cooling Bottlenecks, Gates' $200 M Target, 3" Hoses, and Microsoft's…