The 2026 AI playbook: what is powering the AI trade?

Chevron Geothermal 2026, 7 GW in Delays, Microsoft Deal

Compute Offtake Agreements: Securing 55 GW for US Data Centers via Power-First…


Microsoft Isn't Actually the Savior of Carbon Removal - Bloomberg

Microsoft Carbon Capture 2026, $915M Frontier Commitment

DAC Market Dynamics, Microsoft's 52 Mt Portfolio, Bio Circ Deal, and 63% Market…


Network graph: Tachyon9 Strategic Partnership Network (2026)

Tachyon 9 Distributed Energy 2026, $1B Nixxy Merger

Tachyon 9 On-Site Power Projects, $2.34 B Nidar Deal, 1 GW Capacity, and Nixxy…


Line chart: AI Data Center Market Size Forecasts ($B) — series: Mordor Intelligence, Grand View Research, Straits Research

Hyperscale Data AI Data Center 2026, 340 MW Neocloud Plan

Hyperscale Data AI Compute Offtake, $1.2 B Deal With Neocloud, 20 MW Michigan…


Microsoft Carbon Capture 2025, $1.4B Stockholm Exergi Deal

Microsoft Carbon Capture 2026, 1M Tonne Liferaft Deal

Microsoft BECCS Strategy, 650 K Tonne Bio Circ Deal, 626 K Tonne Canadian…


Miner Weekly – The Great Bitcoin Mining Power Shift: Who Won Q1? | TheEnergyMag

Core Scientific AI Data Center 2026, 2 GW Hut 8 Shift

Core Scientific AI Pivot, $1.2 B Core Weave Deal, 1.5 GW Texas Expansion, and…


New CDR.fyi Report Shows The Demand Structure And Role Of Major Buyers In Durable Removals

Microsoft Carbon Capture 2026, $900M Frontier Pledge

DAC Offtake Markets, Hyperscalers' $725 B Capex Cycle, 105 Mtpa CO₂ Removal…


One Big (Not So) Beautiful Boost for Carbon Capture - Taxpayers for Common Sense

Chestnut Carbon Capture 2026, $600/ton Costs, J.P. Morgan Deal

Direct Air Capture (DAC) Viability, $180/ton 45 Q Credit, Microsoft's Offtake…


Brookfield Nuclear 2026, $80B Cameco Westinghouse Deal

SMR Deployment for Data Centers, 1.8 GW Google-Elementl Deal, $80 B…


Frontier Carbon Capture 2026, $915M Google Commitment

DAC Buyer Agreements, Frontier's $915 M Commitment, TD Bank's 18, 000 Tonne…


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