BloombergNEF projects US data centers will consume roughly 20% of the nation's electricity by 2035, up from about 5.9% today, driven by AI and crypto mining demand. The forecast pegs US data center po…
Peachtree Group CEO Greg Friedman warned on March 17, 2026 that while AI-driven data center demand is real, record construction levels could tip the market into oversupply. Friedman noted the approach…
Alphabet, Microsoft, Meta, and Amazon have collectively added $70 billion to their capital expenditure plans in a single earnings cycle, pushing projected AI spending for 2026 past $600 billion. Amazo…
Hut 8 Corp. surged 30-35% after announcing a 15-year triple-net lease worth $9.8 billion for the first phase of its Beacon Point AI data center campus in Nueces County, Texas, covering 352 megawatts o…
Bloom Energy's nearly 1,000% stock surge faces headwinds from grid delays, community opposition, and manufacturing ramp risks, according to the company's mid-year 2026 Data Center Power Report. The fu…
Alphabet plans to spend between $175 billion and $190 billion on capital expenditures in 2026, more than double the $90 billion it spent in 2025, as CEO Sundar Pichai flags persistent compute constrai…
Amazon, Alphabet, Microsoft, Meta, and Oracle have issued approximately $244 billion in bonds globally so far in 2026, more than double the $108 billion raised in all of 2025, to fund AI infrastructur…
Applied Digital Corporation, formerly Applied Blockchain, has crossed 1 GW of contracted critical IT load capacity across its AI data center campuses, with $11 billion in contracted lease revenue from…
Leopold Aschenbrenner's Situational Awareness LP hedge fund has reached a $20 billion valuation, driven by returns exceeding 1,000% since its late 2024 launch and a 270% gain year-to-date in 2026. The…
ASML raised its full-year 2026 net sales guidance to €43B-€45B on July 15, the second upward revision this year, as AI chip demand accelerates. The Dutch semiconductor equipment maker reported Q2 2026…
Energy IPOs raised $12.6 billion in the first half of 2026, the highest first-half figure on record and nearly triple the $4.3 billion raised in all of 2025, driven by investor demand for companies po…
ASML Holding reported €9.3 billion in Q2 2026 net sales, crushing analyst estimates of €8.8 billion, and raised its full-year guidance for the second time to €43-45 billion, driven by surging demand f…
Bernstein analyst Gautam Chhugani warns that headline return figures for bitcoin miners pivoting into AI colocation can be misleading, citing Core Scientific's 12-year, $10 billion deal with CoreWeave…
Nvidia trades at roughly 28x forward earnings with analysts suggesting 30% upside to intrinsic value near $323 per share, while Cerebras Systems reported $510 million in 2025 revenue and a $24.6 billi…
Benchmark raised its price target on Hut 8 to $165 from $85, nearly doubling its previous estimate, after the Bitcoin miner secured $16.8 billion in contracted lease value across two hyperscale AI dat…
New York Governor Kathy Hochul signed an executive order on July 14, 2026, enacting a one-year moratorium on new approvals for data centers with a peak demand of 20 megawatts or more, making the state…
TSMC and ASML, the two companies that form the foundational infrastructure layer of the AI boom, report Q2 2026 earnings on July 15 and 16 respectively, with TSMC posting NT$442.68 billion in June rev…
AI data center builders doubled their debt over five years to fund a historic spending spree, with U.S. secured debt reaching $25.4 billion in 2025. Former bitcoin miners like Core Scientific, TeraWul…
Bernstein reports that clearing the 338 GW pipeline of planned data center projects now takes an estimated 12 years, up from 10 years a month ago, due to grid interconnection delays. Bitcoin miners wi…
Bitcoin mining companies face investor scrutiny over insider share sales and a $50 billion funding gap as they pivot to AI infrastructure. A Blocksbridge Consulting report highlights executive stock s…