AI Power
The AI Buildout Still Has Money. But Who Bears the Risk Is Changing
AI-related debt issuance has approached $500 billion in 2026. At the same time, delays, grid bottlenecks and fast-aging hardware are making lenders a lot pickier. Is this the end of the AI infrastructure boom?
AI Power - A Reality Check: Texas Filters "Ghost Demand", Google Locks In Geothermal, SB Energy Files for IPO
Texas is filtering “ghost” data center demand, Google is locking in geothermal power, and SB Energy is turning to public markets—showing how the AI power boom is shifting from announced gigawatts to projects that can actually be funded and built.
AI Power - Li Ka-shing's CK Hutchison looking into AI computing power?
Li Ka-shing's CK Hutchison and Cheung Kong could be redirect HK$167.2 Billion from asset sales into AI Computing.
Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?
45 billion kWh of solar and wind power was curtailed in six months. Why does California still worry about blackouts?
Macro & Micro Compass - Southern Europe’s Structural Decoupling: A Macroeconomic Reassessment for Institutional Capital
The macroeconomic paradigm within the eurozone has structurally inverted. While the traditional Franco-German core faces industrial stagnation—with 2026 GDP growth forecasts capped at 0.8% and 0.9% respectively—Southern Europe is now driving regional expansion. Spain (2.1%), Portugal (2.0%), and Greece (1.8%) are demonstrating
Results Review - Caterpillar, big beat, once again confirmed data center strength
Caterpillar just reported second-quarter 2026 results this morning (August 4) — and this is a genuinely enormous beat, with the company crossing $20 billion in quarterly revenue for the first time in its history - partly confirming the huge demand of power generation in data center.
Results Review - Bloom Energy, record 2Q2026, "Without power, chips are just inventories"
Bloom Energy Shares Soar on Back of AI Power Demand post 2Q2026 results. "Without power, chips are just inventories". Could this company be the power-layer behind AI infrastructure?
Energy Matrix - China's Green Exports Gain Momentum as Global Energy Transition Accelerates
China's exports of green technology products continued to accelerate in the first half of the year, driven by the accelerating global energy transition.
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
Volts to Intelligence - Next AI Energy Trade: More Power VS More Value per Watt
Brief summary of "Why the world's biggest battery maker isn't worried about AI's energy demand" and extended analysis
Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
