New long-range energy forecasts suggest data center operators who locked in gas infrastructure are now exposed to the same demand-collapse risk as legacy fossil fuel investors.
Aug 14, 2026 at 18:57 3 5
Amazon, Microsoft, Google, and Meta collectively spent approximately $95 billion in net cash during Q2 2026 on AI infrastructure. The market is already distinguishing winners from the rest—and debt service will be the ultimate judge.
Aug 5, 2026 at 16:40 8 11
Meituan leads a $73.9M round for Xynova, a Chinese robotics company - its third round of the year. Service hyperscalers are pivoting towards embodied - not as a lab, but as a strategic client.
Jul 17, 2026 at 14:21 26 12
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
Jul 17, 2026 at 09:20 12 9
