AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta ...
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The AI boom's next bottleneck is electricity. These 3 stocks are positioned to power the build-out.
This week's wave of multibillion-dollar AI announcements shares one common need: more power than the grid can deliver.
GM is expanding efforts to capitalize on the expected growth of energy storage and data centers and the development of ...
Marc Lichtenfeld highlights HAL, CVX, and HASI as energy stocks positioned to benefit from AI-driven electricity demand ...
NextEra Energy announced a $66.8 billion acquisition of Dominion Energy, expanding its reach into Northern Virginia’s booming AI data-center market.
The future of renewable energy investment is unfolding at record speed. As new technologies and major policy shifts accelerate the transition to a cleaner economy, investors have an unprecedented ...
Artificial intelligence (AI) is driving a surge in electricity demand, prompting companies to invest in energy technologies, ...
Solar power CEOs believed the billions of dollars that they invested in Republican congressional districts would ultimately shield their industry from President Donald Trump's threats to end federal ...
The second power cable across the Bass Strait is likely to mean higher costs for consumers without much benefit, a report for ...
A new report concludes the AI-fuelled surge of power-hungry data centres across Australia is jeopardising the country's ...
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