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 Hale1 days ago
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AI & Energy
21 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
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 Hale2 days ago
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 Hale4 days ago
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 Hale4 days ago
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 Hale4 days ago
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 Hale5 days ago
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 15, 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 14, 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
Big Tech 11 min
Google Kills Crusoe on Project Jade 1.8GW Buildout
Google forced Crusoe off Project Jade, a 1.8GW Wyoming data center, after raising concerns about cost and construction timetable, Bloomberg reports.
Jordan HaleJun 12, 2026
Big Tech 12 min
MIT Startup Ferveret Beats Liquid Cooling to Yield 35 Pct
MIT spinout Ferveret brings nuclear cooling to AI chips, delivering 35 percent more tokens from the same power with zero water use.
Jordan HaleJun 11, 2026
Big Tech 12 min
Nvidia Rubin 800VDC Signals a Year Delay for AI Power
Nvidia's 800VDC transition may slip past 2028 as suppliers report no clear roadmap for the next power architecture shift in AI data centers.
Jordan HaleJun 11, 2026
Big Tech 11 min
NEMA Launches AI Data Center Power Standard With 800VDC
NEMA, ASHRAE, and PNNL launch a unified AI data center standard backing 800VDC power as AI facilities now demand up to 80MW of power each.
Jordan HaleJun 11, 2026
Big Tech 12 min
Broadcom Launches $35B AI XPV to Build 20GW Compute
Broadcom, Apollo, and Blackstone's $35B AI XPV Platform targets 20 gigawatts of compute through 2028, backed by frontier labs Anthropic and OpenAI.
Jordan HaleJun 11, 2026
Big Tech 12 min
AI Data Center Boom Breaks Water Safety in Drought Zones
AI data centers: 517 of 809 planned US builds target drought zones, where 550 million gallons daily now threaten residential water supplies.
Jordan HaleJun 11, 2026
Big Tech 14 min
Nvidia Rubin Reveals Power as AI's Real Bottleneck
Nvidia's Rubin racks will draw 230 kW each, and a new Digitimes analysis confirms electricity, not GPUs, is now what limits AI expansion.
Jordan HaleJun 11, 2026