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Latest Insights
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The growing legislative battle over energy costs and electricity bills
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South Korea faces $13.6B DC investment need by 2030 as AI demand grows
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Oracle scales AI infra while shifting data-center funding model
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Google turns to long-duration storage to power West Virginia data centers
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Who captures AI value?
The Ratepayer Protection Act, GRID Savings Act, and state-by-state patchwork of laws reveals pre-election urgency in balancing AI development with grid capacity and cost In sum, what to know: With midterm elections coming up in November, and voters increasingly angry about rising energy costs, the House of Representatives passed by …
According to Cushman & Wakefield, South Korea is forecast to generate approximately $4.1 billion in annual colocation rental revenue by 2030 In sum – what to know $13.6B investment need – South Korea is expected to require approximately $13.6 billion in capex to support its colocation data center pipeline through …
Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers during its fiscal first quarter In sum – what to know: 850 MW delivered – Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers in Q1. Funding model evolves – Oracle …
Google, MN8 Energy and Eos are pairing solar, lithium-ion and zinc-based long-duration storage at a West Virginia site to power its data centers, offering a cleaner alternative to the diesel generators fueling pushback elsewhere. In sum – what to know: A three-way clean power deal – MN8, Google and Eos …
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