#power-generation

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#ai-infrastructure #ai-data-centers #caterpillar #investment #data-centers #energy-demand #ratepayer-protection
#caterpillar
Business
from24/7 Wall St.
7 hours ago

Bill Gates Owns Billions in This Secret AI Player Up Nearly 183% in a Year, and It's Not Microsoft

Caterpillar's significant growth and AI integration position it as a strong investment, highlighted by the Gates Foundation's substantial shareholding.
Business
from24/7 Wall St.
1 day ago

Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Caterpillar and GE Vernova are benefiting from increased demand for power infrastructure supporting AI development, with significant stock price gains in 2026.
more#caterpillar
Tech industry
fromFortune
1 week ago

Utility giant Duke Energy plans to spend industry record $103 billion on growth as data centers and affordability take center stage | Fortune

Duke Energy plans to invest $103 billion over five years to expand power generation amid the AI data center boom.
Business
from24/7 Wall St.
4 weeks ago

Up 4,400% YOY, Is Babcock & Wilcox Stock a Hidden Gem or a Momentum Trap?

Babcock & Wilcox Enterprises has seen a significant stock surge, driven by a major contract and improving core business metrics.
Venture
fromTechCrunch
1 month ago

Sam Altman-backed fusion startup Helion in talks with OpenAI | TechCrunch

Helion is negotiating to supply OpenAI with fusion power, aiming for significant production increases by 2030 and 2035.
#ai-infrastructure
Artificial intelligence
from24/7 Wall St.
2 months ago

$1.4 Trillion Needed for AI Data Center Electrification by 2030, Chief Investment Officer

AI infrastructure's critical bottleneck is electrical power capacity, requiring $1.4 trillion in data center electrification by 2030, creating massive opportunities for power equipment and generation companies.
more#ai-infrastructure
US politics
fromFortune
2 months ago

Trump admits the hyperscalers 'need some PR help' because the American taxpayer is on the hook for their data centers | Fortune

Trump secured commitments from technology companies to develop their own power generation to address public concerns about rising electricity costs from AI data centers.
Tech industry
fromArs Technica
2 months ago

Trump gets data center companies to pledge to pay for power generation

Tech giants pledged to fund new power generation and transmission for their data centers, but the agreement lacks enforcement mechanisms and ignores economic realities.
fromTechRepublic
2 months ago

Shark Tank's Kevin O'Leary Plots Massive Data Centers Across US, Canada

We have under development approximately 26,000 acres across two jurisdictions with the infrastructure necessary to support power generation and compute capacity at scale. Each Wonder Valley campus is expected to provide 7.5 gigawatts of power generation capacity, creating a combined initial power plan of 15 gigawatts.
Venture
Tech industry
fromBusiness Insider
2 months ago

Tech leaders pledge to power their own data centers during meeting with Trump

Tech companies signed the Ratepayer Protection Pledge to cover their own energy costs for data centers, preventing rising electricity bills for regular consumers.
Business
fromFortune
5 months ago

How a Texas gas producer plans to exploit the 'mega trend' of power plants for AI hyperscalers | Fortune

BKV integrated natural gas production with power generation, building 1.5 GW capacity, securing hyperscaler demand and driving significant stock and market-value growth.
Miscellaneous
fromwww.theguardian.com
5 months ago

TotalEnergies buys 5.1bn stake in Czech tycoon's power plants business

Daniel Kretinsky will become a roughly 4.1% TotalEnergies shareholder after selling 50% of his European power plants for about $5.9bn.
Environment
fromwww.aljazeera.com
7 months ago

Trump EPA wants to fast track permits for AI infrastructure

EPA proposes allowing certain non-emissions construction for power plants and manufacturing to begin before obtaining Clean Air Act permits, speeding AI data center buildout.
#nuclear-energy
fromFortune
10 months ago
NYC startup

New York's making a new nuclear-power facility, the country's first major one in over 15 years

fromFortune
10 months ago
NYC startup

New York's making a new nuclear-power facility, the country's first major one in over 15 years

more#nuclear-energy
Venture
fromTechCrunch
10 months ago

Fervo Energy lands $206M in financing to build massive geothermal power plant | TechCrunch

Fervo Energy secures $206 million for a new geothermal power plant in Utah, aiming for significant renewable energy growth.
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