An executive cautioned during Microsoft’s earnings call on Wednesday that customers might face AI service disruptions as demand outstrips the company’s ability to bring data centers online. Microsoft’s EVP and CFO Amy Hood said during the company’s fiscal 2025 third-quarter earnings call that the company may face AI capacity constraints as early as June. “We […]
Microsoft expects some AI capacity constraints this quarter Read More »
Stargate, a $500 billion project headed up by OpenAI, Oracle, and SoftBank to build AI data centers and other AI infrastructure in the U.S., is considering investments in the U.K. and elsewhere overseas, according to a Financial Times report. While Stargate was initially launched as a way to boost U.S. AI infrastructure, the project is
OpenAI’s Stargate project sets its sights on international expansion Read More »
President Donald Trump is set to sign an executive order on Tuesday aimed at boosting coal’s flagging fortunes, reports Bloomberg. The order will direct the federal government to list coal as a critical mineral and force some coal-fired power plants that had faced closure to keep generating electricity. The Trump Administration is expected to couch
Trump to endorse coal for data center power in the face of grim market realities Read More »
Despite being the most abundant element in the universe, making cheap, clean hydrogen here on Earth has been a surprisingly tough nut to crack. “Hydrogen has always been plagued with a couple problems, One is, how do you make it efficiently? Another one is, how do you distribute it efficiently?” Siva Yellamraju, co-founder and CEO
Fourier is making hydrogen electrolyzers inspired by data centers Read More »
The rush to capitalize on the buzz around AI has led tech companies to dramatically expand their data center footprints. That’s been good news for companies like Nvidia, but it has also led to unprecedented growth in the power industry. New and expanded data centers are expected to double the sector’s power demand by 2029,
Data centers love solar: Here’s a comprehensive guide to deals over 100 megawatts Read More »
Terrestrial Energy, a small nuclear startup, merged with an acquisition company on Wednesday. The Canadian company is developing small modular reactors and expects to net $280 million from the deal. Before the SPAC merger, Terrestrial Energy had raised $94 million, according to PitchBook. The combined entity expects to list on Nasdaq under the symbol ISMR.
Nuclear startup Terrestrial Energy goes public via SPAC, netting $280 million in merger Read More »
Nvidia announced Thursday it’s partnering with EPRI, a power industry R&D organization, to use AI to solve problems facing the the electrical grid. Perhaps ironically, the issues are largely caused by rising power demand from AI itself. The Open Power AI Consortium, which includes a number of electrical utilities and tech companies, says it will use
Nvidia thinks AI can solve electrical grid problems caused by AI Read More »
Geothermal startup Fervo Energy is reportedly eyeing an initial public offering in the next two years. Driving the consideration is the growing concern over power demand growth from data centers, which could double by 2029. “There’s clearly a huge hunger in the public markets right now to figure out, how are we going to solve
Geothermal unicorn Fervo Energy may IPO as early as next year Read More »
Sometimes the smallest of news items can point to bigger trends lurking beneath the surface. Case in point: Google announced late last month that it has installed 100 million lithium-ion cells across its data centers to provide backup power to its servers. On its own, it’s not earth-shattering news. But it shines a light on
Lithium-ion batteries are remaking Google’s data centers Read More »
There’s a power crunch looming as AI and cloud providers ramp up data center construction. But a new report suggests that a solution lies beneath their foundations. Advanced geothermal power could supply nearly two-thirds of new data center demand by 2030, according to an analysis by the Rhodium Group. The additions would quadruple the amount
Geothermal could power nearly all new data centers through 2030 Read More »
