Mesh Optical Technologies, a startup working on hardware used to move data at high speeds within data centers, raised a $50 million funding round led by Joshua Kushner’s Thrive Capital to scale manufacturing of the technology in the US https://t.co/4lfKoVF2fy ...

Adani Group plans to invest $100 billion to develop renewable-energy powered, large-scale data centers by 2035. https://t.co/DIqLX1s2Ia ...

Memory chips used to be considered low-margin commodity products. Now the industry can’t make enough to satisfy data centers’ hunger. https://t.co/BhSq19buJ5 ...

The AI boom — and the buildout of data centers — is fueling a memory chip crisis that's having a widening impact on consumer electronics makers: Here is your Evening Briefing. https://t.co/aPUadtATXP ...

⚡️ LATEST: Data centers are ~7% of the power demand in the USA. https://t.co/p6Uwm65mX2 ...

If only there were a company that could do this 🤔Tesla Owners Silicon Valley (@teslaownersSV):We need data centers in spaceFormer Google CEO Eric Schmidt:“We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem” https://t.co/Q25hTLcvvD ...

We need data centers in spaceFormer Google CEO Eric Schmidt:“We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem” https://t.co/Q25hTLcvvD ...

Guess what. There are 7 billion people on the planet who've never been able to partake in capitalism. That is the positive story for Bitcoin.It's going to happen so fast that individuals, companies, governments will not be able to move fast enough. And that's what's starting to happen. That's what I'm kind of looking for is that the risk is for the next 3 weeks.And at that point, maybe Bitcoin's down at 40,000 or maybe it hangs in here and it seems to rotation. What's going on, guys. Today we've got an amaz ...

Geopolitics is key, but 2026 energy markets are moving on more than headlines. Here are five things to watch. First, the LG tsunami.2026 kicks off the largest supply expansion in history. As traders brace for a global surplus, project delays may be key to Henry Hub volatility. Second, the Oil Balancing Act.Supply from Gana, Canada, and Brazil is surging. OPEC Plus faces a tough choice. Lower output or lower oil prices.Third, the China swing. From crude stockpiling to refined product export licenses, a singl ...

Core Insights - American Electric Power (AEP) is experiencing significant demand growth driven by data centers and large loads, particularly in Texas, which is influencing the company's capital expenditure plans [1][5]. Group 1: Demand and Growth - AEP has contracted 56 GW of large loads expected by 2030, a substantial increase from 28 GW in the third quarter [2]. - Retail sales growth for AEP is projected at 7.5% in 2025, up from 3% in 2024, primarily fueled by commercial and industrial sales [3][8]. - Data centers constitute nearly 90% of AEP's large load pipeline, indicating a strong reliance on this sector for future growth [5]. Group 2: Financial Projections - AEP's capital expenditure plan through 2030 is set at $72 billion, with an additional $5 billion to $8 billion anticipated [4]. - The consolidated return on equity for AEP is expected to rise to 9.1% in 2025, up from 8.8% in 2023 [5]. Group 3: Regulatory Environment - Utility regulators in several states, including Ohio, Indiana, Kentucky, and West Virginia, have approved large load tariffs to protect existing customers from costs associated with new loads [7]. - Similar tariff proposals are under consideration in Michigan, Oklahoma, Texas, and Virginia, reflecting a proactive regulatory approach to manage growth [7]. Group 4: Infrastructure and Load Management - AEP Texas has seen an increase in large loads compliant with Senate Bill 6, now totaling 36 GW, up from 13 GW in the fall [6]. - The Electric Reliability Council of Texas (ERCOT) is a crucial component of AEP's long-term growth strategy, with a significant portion of new loads coming from hyperscaler data centers [6][7].