During the firm’s recent earnings call, executives repeatedly emphasized that demand for AI compute infrastructure remains strong, particularly among hyperscalers and large-scale AI operators seeking near-term access to power capacity In sum – what to know: Power constraints – Fermi executives said AI infrastructure deployment is increasingly limited by power …

According to Sean Hughes, business development manager at Wärtsilä Energy, developers are increasingly turning to onsite generation systems that can be deployed independently of utility interconnection timelines In sum – what to know: Grid constraints – Wärtsilä said grid interconnection delays are accelerating demand for behind-the-meter and off-grid power solutions …

The executive order serves as a worker-protection counterweight to what’s perceived as federal AI industry-first protections. In sum – what to know: Just as the Trump administration scrapped plans today for an executive order to vet powerful new AI models before they are released publicly, Governor Newsom issued executive order …

Ultra-dense GPU racks are pushing power, cooling, and engineering demands beyond the limits of many existing facilities, raising questions about the viability of modular designs Within data centers, a significant shift is happening at the rack level. AI workloads are pushing rack densities to unforeseen levels and some of the …