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,…
Vattenfall Wind 2026, AI Data Center Alliance with ABB
AI Data Center Power Demand, 1, 100 TWh Global Use, 30 x US Growth, and Key…
Chevron Carbon Capture 2026, 2.67 GW Microsoft Deal
Chevron CCUS for AI, 2.67 GW Microsoft PPA, 4 GW Engine No. 1 JV, and a $17 B…
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…
Equinix Heat Reuse 2026, ML5 Data Center Deal with A2A
Data Center Heat Reuse: 10% EU Mandate by 2026, 20% by 2028 Driving New…
Westinghouse Nuclear, $30B IPO for SMR Commercialization
Westinghouse SMR Commercialization, $80 B US Partnership, $30 B IPO with…
Ameren AI & Data Center Energy 2026, 500 MW Google Deal
Ameren Data Center Power Deals, 500 MW Google Agreement, $15 B Investment, and…