Partnership 12 min
Nvidia Builds AI Factories on Retired Nuclear Sites
Nvidia will assess eight retired German nuclear sites for AI factories with PreussenElektra. Grid access could cut years from development.
Jordan Hale13 minutes ago
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AI & Energy
30 articlesPowering AI: the grid is the new bottleneck
Every leap in AI capability is now a question about electrons. Data centers are on track to consume a double-digit share of US electricity, hyperscalers are signing nuclear and SMR deals to lock in baseload power, and utilities are redrawing rate structures around AI demand. This hub covers the collision between the AI buildout and the energy system: who gets the power, at what price, and what it means for both industries.
Latest in AI & Energy
Funding 13 min
Salience Labs Raises $125M to Cut AI Data Center Power
Salience Labs closed a $125M Series B backed by AMD Ventures and Intel Capital to deploy optical switching chips that cut GPU networking power by 50%.
Jordan HaleOct 16, 2026
Big Tech 12 min
Microsoft Maia 300 Beats Nvidia on AI Tokens Per Watt
Microsoft unveils Maia 300, claiming 40% more AI tokens per megawatt than Nvidia, with over 300,000 chips ordered for 2027 deployment.
Jordan HaleOct 14, 2026
Big Tech 11 min
US Power Grid Signals End of Always-On AI Data Centers
US utilities warned Amazon its Mississippi AI data centers face disconnection during peak demand, exposing how AI power growth breaks the grid.
Jordan HaleOct 10, 2026
Big Tech 12 min
Google Beats AI Power Gap With $4.3B Nuclear Upgrade
Google's 20-year nuclear PPA with Constellation secures 890 MW of new capacity backed by a $4.3 billion reactor upgrade targeting full power by 2032.
Jordan HaleOct 9, 2026
Partnership 13 min
Google Builds 890MW Nuclear Fleet for AI Data Centers
Google signs a $4.3 billion, 20-year nuclear deal with Constellation for 890 megawatts as AI data center power demand surged 37% in 2025.
Jordan HaleOct 8, 2026
Big Tech 11 min
Google Bets $4.3B on Nuclear to Power AI Data Centers
Google signed a 20-year, $4.3B nuclear deal with Constellation Energy for 890 MW of new capacity to power its AI data center expansion.
Jordan HaleOct 8, 2026
Big Tech 12 min
Navitas GaN Cuts AI Server Power Waste With 800V Design
Navitas and Microchip release an 800V to 6V reference design achieving 96% efficiency and 2,100 W/in3, cutting a conversion stage from AI GPU racks.
Jordan HaleOct 7, 2026
Big Tech 12 min
AMD CEO Reveals AI Chip Shortage Will Last Three More Years
AMD CEO Lisa Su says AI chip demand outpaces global supply through 2027, with a 3-5 year planning horizon and a committed supply ramp for 2027.
Jordan HaleOct 7, 2026
Big Tech 12 min
Morgan Stanley Reveals 32GW AI Power Gap Hits Memory Chips
Morgan Stanley projects a 32GW AI data center power shortfall by 2028, with Nvidia shielded but memory and optics chip suppliers facing order delays.
Jordan HaleOct 6, 2026
Big Tech 15 min
Vistra Raises $4.2B DOE Loan to Uprate Nuclear Power
Vistra secures a $4.2B DOE loan to uprate three nuclear plants in Ohio and Pennsylvania, adding 433MW as AI data center demand strains the grid.
Jordan HaleOct 6, 2026
Partnership 13 min
Amazon Raises Nuclear Stakes With $3B Calvert Cliffs Deal
Amazon and Constellation Energy sign a 20-year, 690 MW nuclear deal at Calvert Cliffs, backing $3 billion in Maryland investment for AI data centers.
Jordan HaleOct 1, 2026
Big Tech 12 min
AI Data Center Crunch Breaks 780 Billion Build Plans
AI data centers hit a power wall as grid shortages delay 30 to 50 percent of 2026 capacity and interconnection queues run to 10 years.
Jordan HaleSep 30, 2026
Partnership 12 min
US-UK AI Fusion Pact Signals Race for Clean Energy Compute
US and UK signed two AI fusion agreements at a London summit, linking supercomputing labs to accelerate commercial nuclear fusion and energy supply.
Jordan HaleSep 16, 2026
Big Tech 11 min
Nvidia Breaks 6% as AI Safety Debate Changes $1T Bet
Nvidia fell 3.4% and the PHLX chip index lost 5.9% on September 14 as Amodei's AI safety essay forced markets to price a possibility they'd never modeled.
Jordan HaleSep 15, 2026
Big Tech 13 min
AI Power Demand Breaks Global Nuclear Supply Chains
AI data center demand triggers a global nuclear restart, with 30 GW in PPAs signed and Taiwan's substation crunch blocking billions in hyperscaler capex.
Jordan HaleSep 15, 2026
Funding 14 min
Firmus Raises $2B With Nvidia to Build Asia AI Grid
Firmus secured $2B at a $10.5B valuation from Nvidia and Blackstone to build AI data centers across Asia-Pacific, doubling its valuation in four months.
Jordan HaleAug 9, 2026
Big Tech 11 min
Google $15B India Data Center Reveals AI's Water Crisis
Google's $15 billion India data center with Adani faces water shortages and wildlife lawsuits, testing whether AI infrastructure can expand responsibly.
Jordan HaleAug 8, 2026
Partnership 14 min
Anthropic Bets $10B on Volta for Vera Rubin Cluster
Anthropic commits to a six-year, $10 billion compute contract with startup Volta for 121 MW of Nvidia Vera Rubin capacity in Tydal, Norway.
Jordan HaleAug 6, 2026
Funding 13 min
Valar Atomics Raises $1B to Build Nuclear AI Reactors
Valar Atomics closes a $1.2B raise at $6B valuation, backed by Sequoia, after its Ward250 reactor first powered an Nvidia AI chip in July.
Jordan HaleAug 6, 2026
Regulation 11 min
Texas Kills Data Center Approvals Over Grid Crisis
Texas Governor Greg Abbott froze new data center approvals on August 3, 2026, after ERCOT queue ballooned to 474GW, five times peak demand.
Jordan HaleAug 5, 2026
Regulation 12 min
Texas Kills Data Center Approvals Over 474GW Grid Risk
Texas Governor Greg Abbott froze all data center grid approvals, citing 474 gigawatts of requests that exceed state peak demand by five times.
Jordan HaleAug 5, 2026
Funding 13 min
Intrinsic Power Raises Seed for AI Power Orchestration
Intrinsic Power closes seed funding from Kyocera and Drive Catalyst to deploy power orchestration software in data centers as power availability, not GPUs, becomes the new bottleneck for AI scaling.
Jordan HaleJul 16, 2026
Big Tech 12 min
Chevron-Microsoft Deal Signals End of Grid-Bound AI
Virginia's consumption tax on AI data centers drives shift to on-site power; Chevron-Microsoft 20-year deal signals the end of grid-bound infrastructure.
Jordan HaleJul 3, 2026
Big Tech 13 min
LLNL Reveals Ionic Chips Signal End of GPU Power Limits
Lawrence Livermore scientists warn AI power use is unsustainable in Science, as US data centers hit 42GW and ionic chips emerge as a 100x efficiency path.
Jordan HaleJun 16, 2026
Big Tech 12 min
FERC Signals June Ruling Ends AI Grid Cost Free Ride
FERC is set to rule on AI data center grid costs by June 30, with data centers driving 40% of PJM's $16.4 billion capacity auction and consumer bills up 15%.
Jordan HaleJun 15, 2026
Regulation 11 min
FERC June Ruling Changes Who Pays for AI Grid Costs
FERC is set to rule by June 30 on who funds grid expansion for AI data centers, a decision that could raise power bills for 65 million Americans.
Jordan HaleJun 14, 2026
Big Tech 11 min
AMD Reveals AI Infrastructure Hits Copper and Power Walls
AMD's strategy chief outlined four AI buildout walls at SuperAI: copper deficits, turbine backlogs, power grid delays, and an emerging memory shortage.
Jordan HaleJun 13, 2026
Big Tech 13 min
AI Power Grid Breaks as Demand Doubles Past 40 Gigawatts
AI data center demand doubled to 42 GW since 2023 as power grid capacity, not chip supply, now binds global AI infrastructure growth.
Jordan HaleJun 13, 2026
Big Tech 12 min
Big Tech Builds Shadow Grids to Power the AI Data Race
Big Tech is building private power plants for AI data centers, bypassing utilities as electricity demand from AI grows past 224 terawatt-hours a year.
Jordan HaleJun 12, 2026