The AI boom is becoming an energy race, and companies with power, land, and grid access may be the biggest winners.

What is often framed as a race to develop smarter AI models is, in practice, a massive industrial expansion. Data centers require dense clusters of advanced chips,...

Electricity is increasingly becoming a strategic constraint on economic growth.

Tech giants are struggling to secure the power AI needs before 2028 at the earliest. One company managed to lock in cheap, abundant electricity years ago - and it's positioned to…

The WEF Energy Transition Index 2026 shows readiness falling for the first time in a decade just as AI infrastructure demands trillions in firm power. Boards must now price queue…

The founder of Khosla Ventures says we're looking in the wrong place as AI data centers wait in a seven-year interconnection queue.

The AI boom is becoming an energy race, and companies with power, land, and grid access may be the biggest winners.