US commercial electricity sector consumption is expected to grow by three percent in 2025 and by five in 2026

Limited movement in the bi-annual HPC report

Microsoft slowly coming back, Google continuing spend, no signs of Apple capacity

Deal conversations ongoing, but terms may be worse for Elon Musk's AI business

Could cost more than $159bn in a five-year partnership

While Elon Musk says he will decommission Dragon spacecraft

As Riot looks to embrace AI workloads

Looks to add 17MVA to support its data center campus

As his term limit comes to an end

Built with AI in mind

Anduril previously took over IVAS from Microsoft

Six facilities to start, more could be on the way

As it continues to build out research efforts, including DUNE

As it continues to expand on Lancium site

But it's not clear how chunky these contracts are

Picks Texas and New Mexico company, as Blackstone bets on continued energy demand surge

Fusion power or quantum computing - which will reach scale first?

$10bn agreement is separate from Nvidia GPU deal

New liquid cooled data center for the neocloud

But projects will be "in coordination with the US government"

"There’s just a lot of uncertainty around this"

As it ramps up substation buildout to meet data center demand

India becomes company's third-largest overall market

But Microsoft has downplayed its own cuts