Arizona Public Service is betting big on natural gas to power the state’s data center boom. The 2GW Desert Sun Power Plant represents a fundamental shift in how utilities serve hyperscale customers, but raises critical questions about sustainability and reliability.
As AI data centers drive electricity demand to double by 2030, a specialized ETF is positioning to capitalize on the infrastructure boom. The Tema Electrification fund offers targeted exposure to companies powering the AI revolution’s energy needs.
The AI revolution is colliding with energy reality. Data centers could consume 12% of US electricity by 2030, creating a modern-day War of the Currents that demands systemic solutions.
Echelon Data Centres’ latest Irish data center proposal faces fierce local opposition and national energy grid constraints. The Kilmeaden project highlights Ireland’s growing data center dilemma between economic opportunity and infrastructure strain.
Nvidia is deploying Emerald AI’s power orchestration software at its 96MW Aurora data center in Virginia. This represents a fundamental shift in how AI facilities interact with power grids. The technology could unlock immediate grid capacity without massive infrastructure investments.
The AI revolution has created a new industrial standard: the 1 gigawatt data center costing $35 billion. Nvidia’s 70% margins let it capture nearly 30% of total spending as profit, explaining its $5 trillion valuation.
Equinix has launched its MO2 data center in Monterrey, Mexico, representing a $250 million investment in the region’s digital infrastructure. The facility offers 30,000 square feet of colocation space and marks a strategic expansion in Latin America. This move positions Monterrey as a key connectivi
Amazon just opened one of the world’s largest AI data centers in rural Indiana. The $11 billion facility signals a massive infrastructure arms race as tech giants scramble to meet exploding AI demand.
The power gallium nitride semiconductor market is projected to grow sixfold to $3 billion by 2030. AI data centers and electric vehicles are accelerating adoption of this efficient alternative to silicon.
Emerging hedge fund managers unveiled their highest-conviction trades at the Sohn San Francisco investment conference. The picks reveal where smart money sees opportunity in AI infrastructure, crypto arbitrage, and global e-commerce disruption.
