AI Interconnect Delays Spur $1.75B National Grid-Joulent Deal

US AI Infrastructure Investment Surpasses $1 Trillion Annually as Tech Companies Race to Build Data Centers

The article examines the unprecedented investment boom in AI infrastructure in the United States, with spending on data centers, computers,

AI Boom Drives $7 Trillion Shift Toward Energy Infrastructure Investment

The article covers how the AI boom is driving massive demand for electricity infrastructure, with estimates of $5-7 trillion needed to power

AI Boom Drives $7 Trillion Shift Toward Energy Infrastructure Investment

The article covers how the AI boom is driving massive demand for electricity infrastructure, with estimates of $5-7 trillion needed to power

The AI Arms Race Shifts from Chip Supply to Electricity Infrastructure

The article argues that the AI boom's next major bottleneck has shifted from semiconductor chips to electricity supply. It highlights NVIDIA

The AI Arms Race Shifts from Chip Supply to Electricity Infrastructure

The article argues that the AI boom's next major bottleneck has shifted from semiconductor chips to electricity supply. It highlights NVIDIA

Nvidia Invests $4 Billion in Photonics Technology for AI Data Center Infrastructure

Nvidia is investing $4 billion total ($2 billion each) in Lumentum and Coherent, two companies developing photonics technology for AI data c

AI's growing electricity demand: Data-center investment hits $580bn as environmental footprint remains underestimated

AI-driven data-center investment reached USD580bn in 2025, making AI one of the fastest-growing sources of electricity demand globally. Inst

AI Infrastructure Has a Physical Weak Spot Nobody Talks About Enough - Copper Supply Shocks