Blue Energy Global filed the first portion of its construction permit application with the US Nuclear Regulatory Commission for a hybrid gas-to-nuclear facility at the Port of Victoria, Texas, project…
Elon Musk confirmed that SpaceX is building a foundry in Bastrop, Texas, to cast gas turbine blades and vanes in-house, aiming to accelerate natural gas turbine production by up to 18 months to addres…
SpaceX is building a turbine blade foundry in Bastrop, Texas, to make nickel superalloy castings for industrial gas turbines, aiming to bypass a supply bottleneck that has major turbine makers like GE…
Bloom Energy (NYSE:BE) has become the poster child for onsite power at AI data centers, with 24/7 Wall St. setting a price target of $239.45, implying 17.37% upside from the current price of $204.02, …
GE Vernova introduced a medium-voltage uninterruptible power supply (MV-UPS) designed to isolate AI data centers from grid fluctuations, addressing load swings between 20% and 80% of capacity in under…
The AI infrastructure supply chain is experiencing a multi-year bullwhip effect, with shortages cascading from GPUs to memory, CPUs, and storage, and data center construction costs soaring to over $20…
Gas turbine shortages have become the biggest constraint on AI data center expansion, with GE Vernova's backlog reaching 116 GW as of Q2 2026 and delivery slots stretching to 2031. US data center powe…
GE Vernova's electrification orders tied to AI data centers surpassed $5 billion in the first half of 2025, more than doubling its total for all of 2024, with Q1 data center equipment orders alone rea…
GE Vernova (NYSE:GEV) stock has dominated industrial machinery in 2026, up 50% year to date to $981.16, outpacing Eaton (NYSE:ETN) at +33% to $423.43 and Cummins (NYSE:CMI) at +19% to $605.50, as inve…
Crusoe, a privately held AI data center developer and power provider with contracts from OpenAI, Oracle, Microsoft, and GE Vernova, is in IPO talks with Bank of America, Goldman Sachs, Morgan Stanley,…
Alger Investments, which manages $31 billion in assets, is sticking with AI power stocks, with director of market strategy Brad Neuman telling Business Insider that the firm is more worried about supp…
GE Vernova, the energy company founded by Thomas Edison in 1892, has seen its stock surge more than 600% since becoming an independent public company in April 2024, driven by CEO Scott Strazik's strat…
Crusoe Energy has filed permits with the Texas Department of Licensing and Regulation for two additional data center buildings at its Goodnight Campus in Armstrong County, Texas, each costing an estim…
Six formerly sleepy stocks have joined the $100 billion-plus valuation club by riding the AI boom, with their combined market cap surging from $90 billion to nearly $1 trillion since mid-July 2023, ac…
GE Vernova stock fell roughly 5% in premarket trading on Wednesday despite a revenue beat and a surge in AI-driven orders, as its wind segment dragged on earnings with a 40% drop in new orders and hig…
Air conditioning will drive far more electricity demand than artificial intelligence over the next decade, adding some 1,400 terawatt-hours by 2035 versus 700 terawatt-hours for data centers, accordin…
US power companies are scrambling for transformers, turbines, and switchgear as AI data centre demand strains supply, with lead times stretching to years and equipment shortages causing project delays…
The United States could face a 100-gigawatt electricity shortfall between 2026 and 2030, Bank of America warned, driven by surging demand from data centers powering the AI revolution and insufficient …
Blue Energy and GE Vernova are advancing a gas-to-nuclear model for a Texas project targeting 2.5 GW total capacity, using initial natural-gas turbines to power AI data centers while small modular rea…
GE Vernova's heavy-duty gas turbines are sold out through 2030-2031 as AI data center demand surges, with Q1 2026 orders jumping 71% to $18.3 billion and data center equipment orders hitting a record …