SK Hynix DRAM 2026, $3.87B Indiana Packaging Plant

HBM Wafer Cannibalization: SK Hynix $14.6 B Fab, 23% DRAM Share, and NVIDIA…


Zhen Ding Semiconductors 2025, $1.1B Huai'an Park

AI PCB Supply Crunch, $27 B Market Faces 45% Cost Hikes Amid Shortages…


Dominion AI & Data Center Energy 2025, 13% Virginia, ERCOT

Top 10 Data Center Regulations: Virginia's New Rules, 10 Regions Face Grid…


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…


AI & Data Center Energy 2026, 2,600 GW Queue & PJM Plan

Top 10 US Grid Bottleneck Risks: ERCOT's 410 GW Queue & PJM's 6.6 GW Shortfall…


Bar chart of kW per AI server rack by GPU generation: current GB200 120 kW, GB300 140 kW (two entries), Vera Rubin 200+ kW; 2026 Power Shelf: VR CPX 380+ kW; 2027 HVDC standalone: VR Ultra 600 kW.

NVIDIA HVDC Power 2026, $610M 2CRSi Contract

NVIDIA 800 V DC Data Center Power, 31 Partner Ecosystem with Vertiv, 1 MW…


Chart showing 800VDC penetration of new datacenter capacity from 2025 to 2030. It stacks Retrofit (orange) and Facility-level (blue) capacity, with a green penetration rate line reaching about 60–80% by 2030. Title: '800VDC penetration of new datacenter capacity'.

NVIDIA AI & Data Center Energy 2027, $65B Market, Eaton

NVIDIA 800 V DC Architecture, 94% Efficiency Target, 5% Facility Savings, and…


Bar chart of data centres' share of electricity demand growth to 2030: US ~48%, Europe ~18%, World ~9%, China ~8% (note on data source).

China Data Center Energy 2026, $6.12B Alibaba Clusters

China Liquid Cooling Adoption, 100+ Project Cancellations,


Infographic titled AI Data Centers Energy Demand & Supply showing shares of global energy supply (blue), USA supply (pink), China supply (yellow) and worldwide energy demand (purple diamonds) from 2020 to 2030, with demand rising toward 1,000 TWh by 2030 and varying supply shares by region.

AI Data Center Energy 2025, 10 On-Site Power Pivots & $7B Deal

Top 10 On-Site Power Pivots for AI: INNIO’s 2.3 GW Deal, Bloom Energy’s 1 GW…


Line chart of a company's financials (2024–2028): Revenue, Earnings, Free Cash Flow, and Cash From Op; 2026 forecast highlighted with vertical band.

Enlight Solar 2026, 200 MW Google PPA for Oklahoma

Enlight Solar 2026, 200 MW Google PPA for Oklahoma Enlight On-Site Generation…


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