Babcock & Wilcox signed a $2.4 billion design-build agreement to deliver 1.2 GW of natural gas-fired boiler-steam capacity for Applied Digital's AI campuses, as multi-year backlogs for large-frame gas…
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…
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…
Goldman Sachs strategists have turned bullish on European equities, citing surging hyperscaler capital expenditure that they now estimate at $754 billion for 2026. The bank argues that European indust…
Berlin-based Almetra, formerly Deltia, raised €16.3M in Series A funding led by blisce/ to expand its AI-powered factory video analytics platform into the US. The startup mounts AI cameras above assem…
Hang Ten Systems, a Palo Alto-based enterprise AI services firm founded by former Infosys CEO Vishal Sikka, raised $32 million in seed funding led by Mayfield with participation from Aramco Ventures. …
NVIDIA announced a record 35 new AI supercomputers under development across 23 European countries, built on its full-stack AI infrastructure and powering over 90% of Europe's AI factory buildout. The …