Meta has signed nuclear power agreements with TerraPower, Oklo, and Vistra to support its AI data centers, including the upcoming Prometheus project in Ohio, aiming to add up to 6.6 gigawatts of clean energy by 2035, reinforcing its commitment to sustainable and reliable energy sources.
Meta has secured multiple nuclear power agreements with TerraPower, Oklo, and Vistra to power its AI data centers in Ohio, supporting up to 6.6 gigawatts of clean energy by 2035, including funding for new nuclear units and existing plant expansions, to ensure reliable energy supply for its data infrastructure.
OpenAI and SoftBank are investing $1 billion in SB Energy to expand AI data center infrastructure for the Stargate initiative, including building a large data center in Texas and deploying AI tools for SB Energy employees, as part of a broader push to support AI growth through significant energy infrastructure investments.
Meta has secured multiple nuclear power agreements with TerraPower, Oklo, and Vistra to power its AI data centers in Ohio, supporting up to 6.6 gigawatts of clean energy by 2035, including the development of new nuclear units and expansion of existing plants.
The article discusses the potential for an energy crisis in the US driven by rising costs, increased demand from AI data centers, and delays in renewable energy projects, but also highlights the possibility that advancements in battery technology and smarter grid utilization could prevent such a crisis.
Nvidia unveiled its new AI data center platform, Vera Rubin, which aims to address the increasing demands of AI models and is set to launch in late 2026. The company is positioning itself as a leader in AI infrastructure amidst growing industry competition and significant investments in AI technology, with major cloud providers and AI labs expected to adopt the new system.
Texas Instruments, a manufacturer of analog chips crucial for AI infrastructure, has underperformed in recent years but is poised to benefit from the AI boom, especially in data centers and automotive industries, making it a potential undervalued investment opportunity.
Applied Digital has experienced significant growth by shifting from blockchain to AI data centers, riding the AI investment boom, but its high valuation, substantial debt, and cash burn pose risks for investors considering buying the stock now.
The article discusses the certainty of increased electric load due to AI data centers, the bullish outlook on gold miners amid global fiscal deficits, the evolution of Fidelity's Contrafund, and the risks associated with timeshare ownership, emphasizing strategic investment considerations for 2026.
Former Google CEO Eric Schmidt is launching Bolt Data & Energy to develop AI data centers in West Texas, leveraging land and energy resources from Texas Pacific Land, with plans to expand from natural gas to renewable and nuclear energy, aiming to support the growing global demand for AI compute capacity.
Boom Supersonic is developing modified supersonic jet engines called Superpower turbines to power AI data centers, which could help fund its passenger aircraft and test engine technology on the ground before flight.
The article predicts that IREN, an AI data center provider, could lead the next AI stock rally due to its significant contracts and growth potential in AI infrastructure, especially as energy becomes the new bottleneck for AI workloads, with the company poised for rapid revenue expansion by 2026.
FERC has directed PJM, the largest grid operator in the US, to revise its rules to better accommodate AI-driven data centers and large loads, ensuring grid reliability, fair rates, and consumer protection, while also addressing issues related to interconnection and capacity expansion.
Illinois faces a looming power shortage due to high demand from AI data centers and slow development of renewable energy sources, leading to increased bills and potential reliance on natural gas plants, which may delay the state's goal of phasing out fossil fuels by 2050.
Illinois faces a looming power shortage due to high demand from AI data centers and slow development of renewable energy sources, leading to potential reliance on natural gas plants and delayed coal plant retirements, which poses challenges to the state's clean energy goals.