The AI Data-Center Debt Map
Trillions in AI compute commitments sit off the balance sheet in project SPVs. Oracle's New Mexico force majeure is the first stress…
Every prompt/power story on Energy, including “The AI Data-Center Debt Map” and “Five Drops, Nine Trillion Litres”.
Trillions in AI compute commitments sit off the balance sheet in project SPVs. Oracle's New Mexico force majeure is the first stress…
Industry measures AI's thirst by the drop. The UN measures it by the reservoir. Both are using real numbers.
Vineyard Wind and Revolution Wind posted their first peak-day numbers in July's heat dome. Less oil burned, but how much depends on…
America's top steel county is hosting the biggest US solar-plus-storage build, sold to Google through a contract that moves accounting entries, not…
Climate tech's H1 funding rose 55% to $26 billion, but deal count hit a five-year low and low-carbon data centers took 34…