Amazon announced plans for a Texas data center near Dallas that includes an on-site natural gas power plant. Environmental groups warn the facility could become the largest climate polluter among U.S. data centers, raising concerns amid the company's net-zero emissions commitments and the state's ex...
The surge in AI data center demand is driving extensive changes in U.S. energy infrastructure. Federal nuclear investments, utility capital expansions, and private sector innovations collectively reshape power generation and grid management to meet AI's continuous, high-capacity needs. This analysis...
The rapid growth of AI data centers in the U.S. is driving significant energy demands that local grids struggle to meet. Federal nuclear investments, modular data center innovations, and grid modernization including energy storage are converging to form an integrated energy strategy that balances re...
AI data centers in 2026 require unprecedented, continuous power, prompting innovations in nuclear lifecycle campuses, modular data center design, and utility grid modernization. These developments represent a strategic shift toward sustainable, reliable energy infrastructure essential for supporting...
The rapid growth of AI workloads is driving a transformation in data center infrastructure characterized by modular designs, nuclear energy integration, and full-stack efficiency improvements. These converging trends address scalability, energy reliability, and environmental concerns, signaling a st...
As AI data centers demand ever-increasing power, the U.S. DOE's $50 billion investment in nuclear innovation campuses and utilities like NextEra Energy's AI-driven grid management highlight nuclear energy's critical role in providing reliable, low-carbon power. This analysis explores how these devel...
Arista Networks raised its AI revenue target to $3.25 billion in March 2026, reflecting strong growth driven by increased adoption of its Ethernet switching products in hyperscale cloud AI data center...
Tesla announced it will use Intel's semiconductor manufacturing technology at a new AI chip factory in Austin, Texas, aiming to produce chips optimized for autonomous driving and AI applications. This...
The AI industry’s push to build ever-larger data centers with massive energy and water demands is an unsustainable gamble that threatens the planet’s future. This opinion piece argues for a shift towa...
Naver has secured a $270 million loan to build an AI-focused data center in Sejong, South Korea, aimed at enhancing its AI cloud capabilities and supporting large-scale AI workloads. This project alig...
Co-packaged optics combined with heterogeneous integration offer a transformative solution to the interconnect bottlenecks limiting AI infrastructure scalability. By increasing bandwidth density and i...
QumulusAI has secured $45 million in convertible notes funding to expand its AI cloud infrastructure, focusing on increasing GPU capacity and upgrading data centers to meet rising demand for AI worklo...
Ascott has announced a $1 billion investment to upgrade its AI infrastructure, focusing on agentic commerce technologies that enable autonomous customer interactions and operational automation. This m...
Pure DC is expanding its Abu Dhabi data center campus by 7 megawatts to meet rising AI and cloud computing demand. The expansion will be powered entirely by renewable energy certificates, reflecting A...
SK Hynix has begun construction of an advanced packaging facility in Cheongju, South Korea, to expand production of high-bandwidth memory (HBM) for AI applications. The new center aims to increase HBM...
We explore three major recent developments in the agentic AI space: OpenAI's GPT-5 update, Google DeepMind’s open-source Pathfinder framework, and Tesla’s plan to embed agentic AI in autonomous vehicl...