Power Solutions International is deeply undervalued despite robust earnings growth and a strategic pivot toward high-margin data center power systems. PSIX trades at 14x 2025 earnings, a steep ...

For the past two years, the conversation around AI infrastructure has focused on chips, models, and capital. In practice, that isn’t what’s slowing projects down. What matters is electricity–where it ...

The market is fixated on when Big Tech will generate economic value from the $400 billion-plus being poured into AI data center expansion annually. The market is missing the point.Monetization has ...

OpenAI said it would pay higher electricity prices for the giant data centers it is building across the U.S., the tech industry’s latest pledge to address fears about rising utility costs and ...

A developer plans to build a 160-acre data center and its own gas-fired power plant in Surprise. Residents near the proposed site worry about air pollution, health risks, and safety concerns. Because ...

While I agree with Peter Huntsman’s assessment of the environmental lobby’s hijacking of U.S. energy policy, and the need for restoration of fossil fuel supply, his argument for catering to the energy ...

Junaid Ali is the CEO of Prismecs, a leading energy solutions provider that delivers thousands of MW of power globally. The last decade was about connecting the world; the next one will be about ...

Meta has cut a trio of deals to power its artificial intelligence data centers, securing enough energy to light up the equivalent of about 5 million homes. The parent company of Facebook on Friday ...

Facebook parent Meta has reached nuclear power deals with three companies as it continues to look for electricity sources for its artificial intelligence data centers. Meta struck agreements with ...

U.S. power grids are struggling to keep up with surging data center demand, forcing operators to offer “bring your own generation” or conditional grid access to hyperscalers. Big Tech is pushing back ...

Two Colorado-based groups are partnering to develop power generation solutions for data centers. Liberty Energy, the Denver-based oil and gas company founded by U.S. Energy Secretary Chris Wright, and ...