Nvidia Considers $3 Billion Stake in SoftBank's SB Energy for OpenAI Data Center
Technology

Nvidia Considers $3 Billion Stake in SoftBank's SB Energy for OpenAI Data Center

Talks point to a split investment at signing and at SB Energy's possible IPO, underscoring how AI data centers are resha...

Eitan Shapiro 👁 58 💬 0
Natural Gas Could Triple at Some U.S. Hubs, Hitting Hyperscaler AI Power Plans
Energy

Natural Gas Could Triple at Some U.S. Hubs, Hitting Hyperscaler AI Power Plans

Noreva sees U.S. gas prices rising above $10 per million BTUs as AI data center demand meets LNG exports and slower supp...

Aoife Keane 👁 60 💬 0
Nara Keeps 'Recovering' Call for 16th Quarter, but Frugal Shoppers and Mixed Output Persist
Economy

Nara Keeps 'Recovering' Call for 16th Quarter, but Frugal Shoppers and Mixed Output Persist

The July regional report kept its recovery verdict, but flagged price-driven consumer frugality, two-tier store demand, ...

Niamh O'Sullivan 👁 45 💬 0
AI Data Centres' Power Swings Are Wearing Out Critical Equipment
Energy

AI Data Centres' Power Swings Are Wearing Out Critical Equipment

Millisecond-scale GPU power spikes are cracking turbines, killing batteries and threatening uptime — and the wider grid ...

Aoife Keane 👁 52 💬 0
AIG CEO: AI Data-Center Boom Is ‘Maxing Out’ P/C Insurers
Insurance

AIG CEO: AI Data-Center Boom Is ‘Maxing Out’ P/C Insurers

Eric Andersen says AI data-center projects require construction, cyber, property and liability coverage at once — and th...

Tamar Rosen 👁 40 💬 0
Valar Atomics Raises $1B From Sequoia to Scale Small Nuclear Reactors for AI
Energy

Valar Atomics Raises $1B From Sequoia to Scale Small Nuclear Reactors for AI

The SMR startup, backed by Sequoia and partnered with Nvidia, plans to move from single reactors to fleet manufacturing ...

Aoife Keane 👁 41 💬 0
SLB Bets on AI Data Centers and a Post-Hormuz Oil Boom
Energy

SLB Bets on AI Data Centers and a Post-Hormuz Oil Boom

Political shocks are reordering global energy, and the oilfield services giant is positioning itself to profit from both...

Aoife Keane 👁 55 💬 0
Fusion's best-funded firm raises another $1bn, hires the banker behind Moderna's IPO
Energy

Fusion's best-funded firm raises another $1bn, hires the banker behind Moderna's IPO

Commonwealth Fusion Systems has raised another $1 billion — roughly 30% of all fusion investment ever — and hired Modern...

Aoife Keane 👁 31 💬 0
How AI's Hunger for Memory Is Driving Up Consumer RAM Prices
Technology

How AI's Hunger for Memory Is Driving Up Consumer RAM Prices

Samsung, SK Hynix and Micron are prioritizing high-margin data center chips for AI workloads, leaving PC, phone and cons...

Eitan Shapiro 👁 30 💬 0
AMD Begins Full Production of Helios AI Servers, Secures OpenAI as Flagship Customer
Companies

AMD Begins Full Production of Helios AI Servers, Secures OpenAI as Flagship Customer

AMD's next-gen AI servers are now in full production and will start shipping by end of Q3, CEO Lisa Su announced, reveal...

Declan Byrne 👁 57 💬 0