Blackstone Liquid Cooling 2026, $863M for ACT Tech
Liquid Cooling Market Surge, $29.2 B by 2033, 66, 000 NVIDIA GPUs for Nscale,…
Smart Grid Software 2026, $52B Market, FERC Rulemaking
Grid Optimization Software, 40% Capacity Gains, 175 GW Virtual Transmission &…
ISO-NE Energy Storage 2026, $441/MWh Spikes, Avangrid
ISO-NE Grid Vulnerability, 4.4 GW Generation Loss, 33, 900 MW Queue Backlog,…
NVIDIA Optical Interconnect 2026, $500M Ayar Labs Round
NVIDIA Optical Interconnect Investment, $4 B for Lumentum & Coherent, and 1.6 T…
Wiwynn AI & Data Center Energy 2026, $4.75B Ecolab Deal
Wiwynn Data Center Constraints, $7 B Liquid Cooling Market, 100 k W Racks, and…
SK Hynix DRAM 2026, $3.87B Indiana Packaging Plant
HBM Wafer Cannibalization: SK Hynix $14.6 B Fab, 23% DRAM Share, and NVIDIA…
Meta AI & Data Center Energy 2026, $21B Core Weave Deal
AI Data Center Power, Meta's $80 B Spend, 165% Demand Growth, and 50% of 2026…
NVIDIA HVDC Power 2026, $610M 2CRSi Contract
NVIDIA 800 V DC Data Center Power, 31 Partner Ecosystem with Vertiv, 1 MW…
NVIDIA AI & Data Center Energy 2027, $65B Market, Eaton
NVIDIA 800 V DC Architecture, 94% Efficiency Target, 5% Facility Savings, and…
SLB AI & Digital 2026, $2.3B Buyback, NVIDIA Alliance
SLB AI Data Center Strategy, $1 B Target with NVIDIA, $30 M Investment, and 5…