RWE urges data centers to cover more of Europe's grid upgrade costs as AI-driven power demand rises, arguing current fees ...
DPX 2026 tackled difficult questions behind data center power growth: grid access, who pays, generation buildout, supply ...
CoreWeave partners with AdaniConneX to deploy 240MW in Navi Mumbai, with option to expand to 480MW and use Nvidia Vera Rubin ...
SpaceX debt financing of $40 billion in Nvidia chips -- led by Apollo Global Management with PIMCO in talks -- would be the ...
Quanta completed four acquisitions for $1.24 billion, and it expects them to contribute $1.2 billion to $1.4 billion in ...
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named ...