e27 reports the deal structure for financing a first nuclear reactor to power a data centre is finally taking shape. The AI power wall meets project finance.
Jul 27, 2026 at 10:13 10 8
Oklo and X-energy formalize their support for the US push for nuclear power in AI. Modular reactors (SMRs) move from deck idea to capex line.
Jul 22, 2026 at 12:41 16 8
The world's largest battery maker takes a stake in a HIT-founded open-source humanoid startup. Not a VC move - an integration play.
6 h ago 5 8
MSIT and SK Telecom co-chair a 400-organization alliance built around three divisions - demand, supply, foundation - with an 18.4 GW build-out target. The Korean supercycle gets its industry body.
Jul 29, 2026 at 12:47 15 16
The operator of the largest US power grid, PJM, is preparing to briefly cut power to data centers to avoid blackouts. The pace of GPU installations is outstripping the grid - rationing is becoming the adjustment.
Jul 28, 2026 at 20:57 9 8
Pandaily reports China's compute power now ranks second globally, and AI servers have overtaken general-purpose servers for the first time. Five sub-sectors shape the next leg.
Jul 25, 2026 at 10:28 11 9
3.2 gigawatts, one site - the announcement of the OpenAI campus in Georgia reminds us that in 2026, the binding constraint of AI is measured in megawatts, not parameters.
Jul 23, 2026 at 07:42 7 8
A new projection: data center consumption could quadruple by 2035. This is the quantified translation of what NY, Dublin, or grid ops have been saying for six months.
Jul 22, 2026 at 12:41 13 9
MIT Technology Review documents the rise of the risk of sabotage of weather data. An invisible critical infrastructure whose AI models - climate, energy, agricultural - become the downstream.
Jul 17, 2026 at 14:19 13 8
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
Jul 16, 2026 at 21:46 6 8
The 2019 Kudankulam intrusion went through a contractor. Seven years later, the entry point may still be the same.
Jul 16, 2026 at 13:49 23 8
Cooling and energy management: Nvidia discusses with a Japanese industrial giant. The signal is more interesting than the agreement - the constraint has shifted from silicon to thermal.
Jul 14, 2026 at 22:30 21 6
