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…
Vertiv Liquid Cooling 2026, 11.3% Share, Generate Capital
Vertiv Liquid Cooling Capacity, $7.2 B NVIDIA Backlog, 26-Week Lead Times, and…
Eaton Data Center Power 2026, $50M Virginia Plant
Eaton Data Center Power Buildout, $80 M US Expansion, 3-Year Transformer Lead…
Thea Energy Nuclear 2026, $100M Series B & NVIDIA Deal
Thea Energy Advanced Reactor Manufacturing, $100 M Series B, $20 M ARPA-E…
CATL Energy Storage 2025, $6 B IBC Project
CATL Critical Minerals Strategy, $6 B Indonesia Project with IBC, and 2 Major…
SK Hynix AI Memory 2028, $3.87B Indiana Plant for Nvidia
SK Hynix DRAM Capacity, $26.5 B IPO Funds $3.87 B Indiana Plant and Nvidia…
EVelution Energy Energy Storage 2026, $850M Mitsui Deal
EVelution Energy Cobalt Refinery, $850 M Mitsui Offtake, $275 M EXIM Loan, and…
OPG Nuclear 2025, $20.9B Darlington Project with GE Hitachi
OPG SMR Project, GE Hitachi's 1, 200 MW Darlington Build, $20.9 B Cost…
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…