Energy Vault has signed a 1.25GW power supply deal with a Texas data center developer, deploying its gravity-based energy storage technology to support AI data centers' growing energy needs. The contract marks Energy Vault's largest to date and aims to enhance grid resilience and renewable integrati...
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...
Recent advancements in AI infrastructure—namely NVFP4 GPU precision, 25G Ethernet networking, and liquid cooling—are collectively transforming AI performance and efficiency. These integrated innovatio...
The rapid growth of AI data centers is placing unprecedented strain on the U.S. power grid, demanding urgent action to integrate advanced nuclear power and innovative energy solutions. This editorial ...
Marvell Technology’s recent strong Q1 results highlight a growing trend in AI chip design: hardware specialization. Unlike competitors who lean on software optimization, Marvell focuses on custom sili...
Advancements in power-efficient edge GPUs and 25G Ethernet connectivity are reshaping AI infrastructure design by balancing computational demands with energy constraints. This analysis explores how in...
This analysis examines how recent innovations in AI infrastructure—NVIDIA’s NVFP4 low-precision format, 25G Ethernet networking, and advanced liquid cooling—collectively address critical challenges in...
The U.S. government is proposing a global licensing regime that would require companies exporting advanced AI chips to commit to investing in domestic semiconductor manufacturing. The policy includes ...
The United States faces urgent challenges as AI data centers rapidly increase electricity demand, exposing limitations in the aging power grid. The MESH urges accelerated deployment of virtual power p...
NVIDIA’s recent developer updates reveal a clear focus on boosting AI training speed, cutting inference costs, and enhancing security through sandboxing agentic workflows. Together, these moves highli...
A confidential buyer has placed a $300 million order for AMD Instinct MI350X GPUs with lab-grown diamond cooling technology, marking a significant advancement in GPU thermal management for AI data cen...
In 2026, AI infrastructure advances through NVIDIA's NVFP4 low-precision format, JAX and XLA compiler optimizations for long-context models, 25G Ethernet network upgrades, and enhanced sandboxing secu...