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…
Generac Power Systems is investing $250 million to expand production of industrial power systems for AI data centers, with a $1.6 billion backlog and plans to add about 1,000 workers. Analysts project…
Goldman Sachs estimates global AI data center investment will reach $1 trillion in 2026, JPMorgan forecasts $697 billion in the US, and Bank of America sees a path toward ~$1.2 trillion by 2027, but a…
Wood Mackenzie estimates that only about 28% of the 1,066 gigawatts of power requested by U.S. data center developers will ultimately be supplied, creating a major planning problem for the electrical …
A projected shortfall of 10 million metric tons of copper by 2040 threatens the AI data center boom, according to S&P Global, as declining ore grades, geopolitical tensions, and limited refining capac…
India's Ministry of Power now projects AI data centers will add 26.3 gigawatts of power demand by fiscal year 2032, nearly double its March estimate of 13.56 GW, raising concerns about grid reliabilit…
Wood Mackenzie estimates that only 28% of the 1,066 gigawatts of electricity capacity requested for US AI data centers will actually be built, with the rest considered 'phantom' projects that clog int…
NVIDIA, Google, and Microsoft, through the Open Compute Project, have published specifications for an 800 VDC power architecture to address the power distribution bottleneck in AI data centers, with m…
Verse Enterprises, a San Francisco startup backed by Nvidia, raised $54 million in Series B funding led by Bessemer Venture Partners to help AI data centers bypass power grid bottlenecks. Its Dispatch…
The U.S. and Iran agreed an interim deal to end more than 100 days of war, providing a 60-day ceasefire and free passage through the Strait of Hormuz. Gulf states, which faced missile and drone attack…