RT Leonardo (@Leonardonclt)🚨 @SenWarren @ChrisVanHollen and @SenBlumenthal opened an investigation into the extent to which big tech data centers are driving up consumers’ electricity costs. 🚨They cited our investigation as the primary source of evidence.https://t.co/WHSVSQmJ2j ...

Three Democratic US senators said they are investigating how data centers are driving up power bills and are demanding answers from big tech firms such as Google and Microsoft https://t.co/PRM3FfacO0 ...

The frenzy to finance AI's data centers and GPUs is jamming bond markets. As issuance surges, capacity limits designed to ensure diversification and reduce risks could turn the boom into a credit contagion.Read more: https://t.co/SWbMe1SHWZ https://t.co/Q7pRGhxG5T ...

All right, welcome back to Worldwide Exchange. There could be some good news coming for beatating down Corewave and other data center ccentric companies courtesy of Washington DC. Emily Wilkins joins us now with much more on this story.Emily, good morning. >> Good morning, Frank. Well, yeah, building and powering data centers, it could become much faster under a measure that the House was seeking to advance today.Now, this bill would do a number of things, but overall it shortens timelines to get permits by ...

Hey everybody, Ethan Sloan with SanDisk. We're going to talk a little bit about SanDisk DDN powering the next generation of AI and HBC. Nobody's talked AI here, so this will be the first one, right.Obviously, a little bit about me. So, at SanDisk, enterprise solid state drive representation, helping to fuel the uh the channel. So the goal today is to answer questions with regards to who, what, where, why, when, and how.The who part is who am I. Ethan just introduced myself. Let's get into the what.Right. So ...

Well, how is artificial general intelligence impacting the energy sector. Since 2018, we've seen tremendous growth in electrical consumption on the part of data centers in the United States. Back in 2018, only 1.9% of US electricity went to data centers.By 2023, that was 4 1.5%. Around 147 terowatt hours of electricity. This year, it's grown by over 30% in 2 years, and it's projected to rise to over 600 terowatt hours by 2030.This could have a potentially large impact on the market for natural gas. Natural ...

Calls For A Moratorium On New Data Centers Get Louder https://t.co/aa5EJD6YQY https://t.co/b6AdpeYVZe ...

Calls For A Moratorium On New Data Centers Get Louder https://t.co/aa5EJD6YQY ...

Market Outlook - The market is expected to be more choppy with short-term volatility, but overall move higher next year [5] - Evercore projects a 13% upside from Friday's close to a 7750 price target in 2026, expecting more volatility swings [6] - Investors should focus on where the billions of dollars are being spent, rather than playing the interest rate guessing game [3][4] Investment Opportunities - AI infrastructure, aerospace and defense, power solutions for AI, and small-cap biotech M&A in healthcare are key areas of investment [4] - Cooling solutions for data centers are heating up as an investment opportunity [7] - Comfort System (FIX) is highlighted, with the stock up over 142% year-to-date and 82% annualized over the last five years, being added to the S&P 500 on December 22nd [8] AI Infrastructure Play - Multiple beneficiaries exist within the AI ecosystem beyond volatile semiconductors and chips [10] - Companies like Modin Manufacturing, Verdive Solutions, and construction companies like ACOM offer ways to play the AI infrastructure play [10]

Photographer: Toru Hanai/Bloomberg Tokyo Gas Co., Japan’s biggest distributor of the fuel, plans to invest in US downstream assets to lift earnings and reinforce the last leg of its energy supply chain. The company is looking to deploy capital in assets like liquefaction plants, export terminals and the energy services sector, said Tokyo Gas President Shinichi Sasayama. “We’ve already made investments in midstream, downstream areas such as marketing and trading, and we intend to raise profitability,” he ...