Japanese Optoelectronic Integration Moves Toward Commercialization, Promising Lower-Power Data Centers
When a 27‑centimeter optical transmission device appeared on television, it sent a clear signal to the data‑center i...
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Micron Technology Remains Central to AI Memory Demand, Carillon Eagle Fund Highlights Cyclical Risks
In a Q3 2026 portfolio letter, the Carillon Eagle Small Cap Growth Fund turned a spotlight on Micron Technology Inc. (NA...
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NABTU, BlackRock and AI Infrastructure Partnership Forge MOU to Expand U.S. Skilled Workforce
On August 10 2026, North America’s Building Trades Unions (NABTU), investment firm BlackRock and the AI Infrastructure...
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Data Centers to Match Japans Electricity Use by 2030, IEA Warns
By 2030, the global data‑center sector could consume as much electricity as Japan does today. That startling compariso...
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Blackstone Reports 26% Rise in Q2 Distributable Earnings, Citing AI-Related Investments
Blackstone Inc. announced Thursday that its second‑quarter distributable earnings climbed to $2 billion, or $1.52 per ...
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New York Imposes One-Year Moratorium on Large Data Centers Amid AI-Driven Power Concerns
On Tuesday, Governor Kathy Hochul signed an executive order that temporarily bars the construction of any new data cente...
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White House to Convene Utilities and AI Giants in New Ratepayer Protection Initiative
The White House announced plans to host a meeting that will bring together electric utilities, data‑center developers ...
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US Public Opposes Local Data Centers: CBS/YouGov Survey Reveals Environmental Concerns and Knowledge Gap
A recent CBS News/YouGov survey conducted between June 2 and 4, 2026, found that more than twice as many Americans oppos...
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Congress Moves to Make Tech Giants Pay for AI Data Center Power Costs
When the humming servers of Amazon, Google, Meta, Microsoft and Elon Musk’s xAI light up the night, they’re also tur...
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U.S. Electricity Demand Rebounds as Data Centers, Electrification and Industry Drive Load Growth
The United States is witnessing a measurable rebound in electricity demand, a trend that analysts warn could reshape the...
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TeraWulf Shifts from Bitcoin Mining to AI Data Centers, HPC Leasing Drives 117% Revenue Growth
TeraWulf Inc. (NASDAQ: WULF) has announced a decisive pivot in its business model, with high‑performance computing (HP...
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Americans Push Back on Local AI Data Centers as National Security Concerns Rise
When the promise of faster, smarter AI collides with the everyday realities of small‑town life, the result is a clash ...
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Gulf Development Targets 2,000 MW Data-Center Capacity Amid 100-MW Expansion in 2026
Gulf Development Public Company Limited, Thailand’s largest energy firm by market value and a major telecom operator, ...
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STAK Inc. Forms U.S. Subsidiary to Offer Modular Gas-Powered Generators for AI Data Centers
STAK Inc., a Chinese company that designs and manufactures oilfield‑specialized production and maintenance equipment, ...
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OpenAI CEO Meets Sanders on Public AI Equity, Trump Signals Interest, Data Center Controversies Escalate
When Sam Altman stepped into Senator Bernie Sanders’ Washington office this week, he was met with a proposal that coul...
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Google to Pay SpaceX $920 Million a Month for Compute Power Through 2029
In a deal that could reshape the AI hardware race, Google will pay Elon Musk’s SpaceX $920 million each month for acce...
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