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Energy

Google’s decade-long bet on custom chips is turning into company’s secret weapon in AI race

November 7, 2025 by Admin
Google’s decade-long bet on custom chips is turning into company’s secret weapon in AI race

Sopa Images | Lightrocket | Getty Images Nvidia has established itself as the undisputed leader in artificial intelligence chips, selling large quantities of silicon to most of the world’s biggest tech companies en route to a $4.5 trillion market cap. One of Nvidia’s key clients is Google, which has been …

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Utilities grapple with a multibillion question: How much AI data center power demand is real

October 17, 2025 by Admin
Utilities grapple with a multibillion question: How much AI data center power demand is real

Electricity companies across the U.S. are struggling to figure out how much demand will actually materialize from the artificial intelligence boom, as the stock market speculates that vast sums of money will be spent on infrastructure to support a big data center buildout. “There is a question about whether or …

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OpenAI’s latest deals show an aggressive pivot to control every part of its business

October 14, 2025 by Admin
OpenAI’s latest deals show an aggressive pivot to control every part of its business

Sam Altman didn’t set out to compete with Nvidia. OpenAI began with a simple bet that better ideas, not better infrastructure, would unlock artificial general intelligence. But that view shifted years ago, as Altman realized that more compute, or processing power, meant more capability — and ultimately, more dominance. On …

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There’s a brewing risk to the stock market rally — and it’s not the flare-up in China trade tensions

October 12, 2025 by Admin
There’s a brewing risk to the stock market rally — and it’s not the flare-up in China trade tensions

Stocks were brutalized Friday in a way we haven’t seen in ages. Everything except some downtrodden consumer packaged goods stocks, led by the resurgent PepsiCo , was slaughtered. The headwinds were enormous and came from disparate places. Bond yields came down huge, something that equity markets normally greet with tremendous …

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Nuclear in my backyard? More of America, and the market, seems OK with it

October 5, 2025 by Admin
Nuclear in my backyard? More of America, and the market, seems OK with it

GE Hitachi Nuclear Energy’s BWRX-300 small modular reactor incorporates proven components. Courtesy: GE Vernova Van Buren County is a rural redoubt in southwestern Michigan, a quiet corner of a swing state. Pillow soft sand dunes shift and shape along the shores of Lake Michigan. And the county seat – Paw …

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Inside the uranium plant at the center of U.S. plans to expand nuclear power

October 4, 2025 by Admin
Inside the uranium plant at the center of U.S. plans to expand nuclear power

EUNICE, NEW MEXICO — Paul Lorskulsint was a shift manager at a brand new uranium enrichment facility deep in the American Southwest when catastrophe struck Japan in 2011. A massive tsunami and earthquake had caused a severe accident at the Fukushima Daiichi Nuclear Power Plant. Thousands of miles away in …

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Shutdown fallout: Energy Dept. axes billions for green projects in blue states

October 2, 2025 by Admin
Shutdown fallout: Energy Dept. axes billions for green projects in blue states

U.S. Department of Energy Secretary Chris Wright walks near the West Wing of the White House in Washington, D.C., U.S., August 19, 2025. Nathan Howard | Reuters The Energy Department‘s cancellation of more than 300 funding awards to projects in 16 states won by Democratic nominee Kamala Harris in the …

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Sam Altman on worries about OpenAI’s $850 billion in planned buildouts: ‘I totally get that’

September 24, 2025 by Admin
Sam Altman on worries about OpenAI’s 0 billion in planned buildouts: ‘I totally get that’

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images ABILENE, Texas — Sam Altman stood on a patch of hot Texas dirt, the kind that …

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Altman, Huang and the last-minute negotiations that sealed the $100 billion OpenAI-Nvidia deal

September 23, 2025 by Admin
Altman, Huang and the last-minute negotiations that sealed the 0 billion OpenAI-Nvidia deal

Sam Altman, CEO of OpenAI (L), and Jensen Huang CEO of Nvidia. Reuters ABILENE, Texas – Sam Altman had a deadline. OpenAI’s CEO was headed to Texas to unveil his company’s next big infrastructure push, and Nvidia CEO Jensen Huang wanted in on the action. Through a series of hurried …

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GE Vernova rode the AI boom to the top of the stock market. Why Wall Street believes the rally isn’t over

September 21, 2025 by Admin
GE Vernova rode the AI boom to the top of the stock market. Why Wall Street believes the rally isn’t over

General Electric could not have chosen a better moment to launch its energy businesses as an independent company, CEO Scott Strazik said one month before GE Vernova debuted on the New York Stock Exchange. “Now that’s a big statement,” Strazik acknowledged at GE Vernova’s first investors’ day in March 2024. …

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