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.
14/08/2026 à 18h57 3 5
TerraPower is arguing its sodium-cooled Natrium design has a structural advantage over rival small reactors when the customer is a hyperscaler in a hurry - and the customer is now.
19/08/2026 à 22h31 10 11
China's BEST compact fusion device is targeting commercial electricity generation before 2030. If it ships anything close to on schedule, fusion stops being a "30 years away" story - and the geopolitics of energy sovereignty get complicated fast.
14/08/2026 à 18h58 11 11
Un constructeur naval coréen fournit 1 GW de générateurs de secours à un data center américain. La chaîne d'approvisionnement IA ne passe plus seulement par les GPU - elle passe aussi par les turbines.
10/08/2026 à 16h29 8 10
Amazon is investing in a new gas-burning power plant in Pecos County, West Texas, to power a new data center. If approved, it could become one of the largest single sources of greenhouse gases in the US.
09/08/2026 à 00h59 9 8
Security researchers have found data attributed to Reliance Industries and India's largest nuclear power plant circulating on dark web marketplaces - the second documented breach at Kudankulam in seven years.
09/08/2026 à 00h59 11 10
A new interactive map documents where AI data center growth is translating directly into higher residential power bills - and the geography is more concentrated than the industry would prefer to admit.
04/08/2026 à 23h33 10 9
A one-year moratorium on new data centers - the first in any US state - signals that AI's power appetite is now a political liability, not just an engineering problem.
04/08/2026 à 23h33 15 14
Sequoia Capital co-mène un tour equity de 1 milliard de dollars dans Valar Atomics, startup d'énergie nucléaire. Signal : le capital-risque tech commence à financer directement la couche énergie que les data centers IA vont consommer.
04/08/2026 à 12h01 17 14
The world's largest battery maker takes a stake in a HIT-founded open-source humanoid startup. Not a VC move - an integration play.
03/08/2026 à 13h23 11 12
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.
29/07/2026 à 12h47 15 16
L'opérateur de la plus grosse zone électrique US, PJM, se prépare à couper brièvement le courant de data centers pour éviter les blackouts. Le rythme d'installation des GPU dépasse celui du grid - le rationnement devient l'ajustement.
28/07/2026 à 20h57 9 8
