Category Energy

AI trends in energy management, optimization, and sustainability.

OpenAI’s $750 Billion Infrastructure Push Signals a New AI Power Race

OpenAI’s AI spending plan rises to $750B, led by a $20B Georgia campus that could reshape power, policy and the AI infrastructure race.

Trump’s AI energy bill pledge gains more signatories, but weak enforcement and state control over rates limit its impact.

Pat Gelsinger is betting on Moore’s law revival through light-based chipmaking, AI hardware, and energy innovation at Playground Capital.

BloombergNEF says data center electricity demand could quadruple by 2035 as AI compute strains U.S. grids and pushes prices higher.

Solar robotics startup Gritt raised $34 million to automate panel installation and expand its AI systems into broader construction work.

New York Governor Kathy Hochul says AI helped review state rules in months, even as the state pauses new hyperscale data centers.

Industrial AI startup Applied Computing raised $20M to scale Orbital, its model for oil and gas plants, backed by KBR and Databricks Ventures.

New York enacts the first statewide data center moratorium, pausing large permits as regulators assess AI’s energy and environmental impact.

AI data centers are facing rising backlash as communities, lawmakers, and regulators push back over power, water, and pollution costs.

SK Hynix IPO raises $26.5B in the biggest foreign U.S. listing ever, fueled by AI memory demand and new pressure for U.S. fabs.