When it comes to the latest technologies, utilities aren’t exactly early adopters—with good reason. Silicon Valley’s motto of ...
MegaGrid Supply formalizes the “Nuclear-to-Chip” transition with a 1M+ SKU manifest designed to bridge the physical gap ...
Increasing demand from the tech industry threatens to max out generation capacity in a 13-state region. Consumers are furious ...
In our latest episode of Lexicon, we sat down with Vikhyat (“Vik”) Chaudhry, co-founder ...
After more than two decades of relative stasis, electricity demand in the U.S. is expected to increase by 25% by 2030 and by ...
Forget the chip shortage - the AI revolution is about to break the power grid, and the next big trade isn't on Earth.
Tech giants are in a heated race to build data centers and dominate the AI landscape. But America might not be ready for the ...
The next wave of compute infrastructure is being designed as vertically integrated assets where energy is generated, ...
NRG Energy (NYSE:NRG) dropped 4.7% over the past week while the S&P 500 slipped just 0.5%. Year to date, NRG is down 5.1% ...
The electric distribution grid is facing unprecedented challenges as artificial intelligence (AI) and data center growth drive energy demand to new heights. Over the next five years, the surge in ...
The First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF is downgraded to Hold as valuation approaches a 21x P/E and technical momentum cools. GRID’s strong 32% YoY return and robust liquidity ...
Microsoft Corporation faces near-term AI ROI and margin risks amid rising capex, supply bottlenecks, and competition. Click ...