AI data centers
Infrastructure & Cloud
US Power Use Set to Hit Record Highs in 2026 and 2027 as AI Data Centers Strain the Grid
EIA forecasts US electricity demand will reach 4,270 billion kWh in 2026 and 4,349 billion kWh in 2027, driven by AI data centers — what it means for cloud pricing and reliability.
Infrastructure & Cloud
Global Energy Transition Investment Hit a Record $2.3 Trillion as AI Data Centers Reshape Where the Money Goes
BloombergNEF found global energy transition investment hit a record $2.3 trillion, with data center power demand increasingly steering capital toward grid and storage.
Infrastructure & Cloud
Crusoe Raises Over $3 Billion at $30 Billion Valuation, Completing Its Pivot From Crypto to AI Data Centers
Crusoe, which started as a crypto miner using flared gas, raised over $3 billion at a $30 billion valuation in September 2026 after pivoting fully to AI data centers.
Infrastructure & Cloud
A $2.34 Billion Signal: Saudi Arabia Quintuples One HUMAIN AI Data Center to 250MW
Saudi Arabia's HUMAIN quintupled one AI data center from 50MW to 250MW in a $2.34 billion contract with MIS. What the deal reveals about the Gulf's compute buildout — and MENA's AI supply chain.
Infrastructure & Cloud
The $5.51 Billion Wire Problem: How Lumilens Turned AI’s Connectivity Bottleneck Into a War Chest
Lumilens emerged from stealth on August 6, 2026 with over $700M in Series C at a $5.51B valuation, betting that optical interconnect — not GPUs — is AI's real bottleneck.
Infrastructure & Cloud
The Gas Turbine Has Become AI’s Hardest Bottleneck: Order One Today, Get It in 2031
GE Vernova's gas turbine backlog hit 116 GW in the second quarter of 2026 and a turbine ordered today arrives around 2031. Why power hardware now gates AI data centers.
Infrastructure & Cloud
Nvidia Bets on Powered Land: Inside the Lancium Deal and the New Rules of AI Infrastructure
Nvidia partnered with Lancium on August 24, 2026 to build gigawatt-scale AI factories across a 15+ GW powered-land pipeline. What it means for cloud buyers.
Startups
Emerald AI’s $150M Series A: Betting That the Grid, Not the Chip, Is the Real AI Bottleneck
Emerald AI raised $150M at a $1.05B valuation to turn AI data centers into flexible grid assets. Why investors are betting on power, not chips.
Startups
Firmus Grid’s $2B Round: Why Blackstone Bet Big on AI Factories
Firmus Grid raised $2B from Blackstone, NVIDIA and Coatue at a $10.5B valuation to build AI factories across Australia and Asia-Pacific.
Infrastructure & Cloud
Amazon’s $48B India Bet: Why AWS Just Tripled Down on AI Infrastructure
Amazon raised its India investment to $48B through 2030, with $13B new money for AWS AI infrastructure. Here's what's driving the hyperscaler race.
Startups
Valar Atomics Raises $1B: Sequoia’s $6B Bet on Nuclear Power for AI
Valar Atomics raised $1B in Series B funding led by Sequoia at a $6B valuation to mass-produce small nuclear reactors powering AI data centers.
