The US grid cannot add capacity fast enough to meet surging datacenter power demand from AI labs and hyperscalers, driving behind-the-meter (BTM) solutions to power over half of new US datacenters by …
Rystad Energy projects the fuel cell market will surge from $2.8 billion in 2025 to $30 billion by 2030, driven by AI data centers seeking on-site power amid grid congestion. North America is expected…
Bloom Energy's 2026 Data Center Power Report projects AI data center capacity will grow from 13% to 23% of new additions by 2030, driven by grid delays and power availability concerns. The survey find…
Nebius Group N.V. reported Q1 2026 revenue of $399 million, a 6.8x year-over-year increase, driven by its AI Cloud business which now represents 98% of revenue with a 45% adjusted EBITDA margin. The c…
Marvell Technology is poised for inclusion in the S&P 500 after its stock tripled in value in 2026, reaching a record close of $301.65 on June 4. The chipmaker, now valued between $254 billion and $26…