Maryland’s Public Service Commission has proposed a $2 billion power grid upgrade to support AI data centers located outside the state, raising concerns about cost allocation and impacts on local cons...
SEG Solar has opened a 4-gigawatt solar module factory in Houston, Texas, to supply renewable energy capacity for hyperscale data centers and AI infrastructure. The facility aims to meet rising electr...
OpenAI’s pause of its Stargate UK data center project highlights the growing energy challenges facing AI infrastructure. Rising power costs and regulatory hurdles are squeezing AI expansion, signaling...
In early 2026, AI infrastructure is shaped by the convergence of rising energy demands, the emergence of agentic AI ecosystems, and specialized hardware advancements such as NVIDIA's Groq 3 LPX. These...
Micron Technology's shares rose 15% amid a reported shortage of high-bandwidth memory (HBM), a critical component for AI data centers. The shortage is accelerating investments in AI infrastructure, fu...
ByteDance has increased its AI infrastructure budget by 25% in March 2026 to counter rising chip costs and supply chain constraints. This budget hike aims to secure advanced GPUs and expand data cente...
Terrestrial Energy and Riot Platforms announced a joint plan to develop AI data centers powered by small modular nuclear reactors (SMRs), aiming to address the growing energy demands and environmental...
NextEra Energy has secured multiple long-term renewable energy contracts with major AI data center operators, addressing the sector’s surging power demands. Through investments in solar, battery stora...
SEG Solar opened a 4-gigawatt solar module factory in Houston, Texas, on May 8, 2026, to expand US renewable energy manufacturing capacity. The facility aims to meet rising power demands from data cen...
NextEra Energy is expanding its power generation and grid infrastructure to address the increasing electricity demands of the data center industry. By combining capacity growth, renewable energy integ...