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When Loehl O’Brien meets with semiconductor manufacturers, data center operators or other megaproject stakeholders, he tells them their success can depend on two important mindset changes. First, they need to view their project from a manufacturing...
Intel and Google are expanding their partnership to prioritize CPUs and IPUs, addressing the growing need for system-level efficiency in AI infrastructure.
Data center growth is colliding with fragmented permitting, local resistance and rising litigation, leaving developers and regulators on uncertain ground.
Short-term GPU bridge loans and tokenization highlight growing strain in AI funding, with just 22.8% of enterprise AI projects meeting ROI goals.
In our Annual Energy Outlook 2026 (AEO2026), we project U.S. dry natural gas production, which accounted for 38% of total U.S. energy production in 2025, will increase significantly over the next several decades, meeting growing domestic and international natural gas demand.
Microsoft’s push into dedicated power with Chevron underscores how competition for AI infrastructure is shifting from chips to electricity.
Lahti marks TikTok’s second billion-euro bet on Finland as power, policy, and regulation reshape its European footprint.
CoreWeave’s NVIDIA GTC 2026 announcements and Bell Canada’s 300 MW Saskatchewan development signal a shift from GPU access to integrated AI infrastructure where power, platforms, and sovereign capacity define the next phase of scale.
Anthropic’s agreement for future TPU capacity shows how surging enterprise demand is forcing AI companies to lock in long-term compute at industrial scale.
The companies are promoting a split inference architecture that pairs GPUs, RDUs, and CPUs to improve efficiency and scalability as agentic AI workloads expose the limits of GPU-only systems.
Intel’s entry into Musk’s Terafab project signals a shift in AI infrastructure, focusing on controlling compute production at unprecedented scale.
Nutanix is positioning itself at the center of a new class of infrastructure providers – and a new set of economic challenges driven by AI.
Kirkland & Ellis partners Melissa Kalka and Kimberly McGrath explain how power constraints, evolving deal structures, and new financing models are reshaping data center investment in the AI era.
While much of commercial real estate navigates a shifting landscape, one asset class has distinguished itself: industrial outdoor storage. IOS properties have performed impressively in the past few years, even compared to other industrial assets. IOS...
Crude oil and petroleum product prices increased significantly in the first quarter of 2026 (1Q26), particularly following military action in the Middle East on February 28 and the subsequent de facto closure of the Strait of Hormuz. In this quarterly update, we review petroleum markets price developments in 1Q26, covering crude oil prices, petrole
Cold-climate data centers are emerging as a sustainable solution to reduce cooling costs and energy consumption.
AI‑driven demand can push the grid to become more modern and resilient instead of merely exposing its existing weaknesses.
The partnership brings Arm-based workloads into IBM systems, expanding how AI runs in regulated environments
Even at $160 per kW, with 15-year leases and upfront cash, some AI cloud providers are being turned away as creditworthiness replaces price as the gatekeeper for capacity.
In 2025, the United States imported an average of 490,000 barrels per day (b/d) of crude oil from the Middle East Gulf region—Bahrain, Iraq, Kuwait, Oman, Qatar, Saudi Arabia, and the United Arab Emirates (UAE). Crude oil imports from the region are primarily medium sour grades of crude oil and flow mainly into the West Coast and Gulf Coast o
Some AI workloads now demand microsecond-scale responsiveness, deterministic networking, and high-throughput processing – requirements honed over decades in HFT.
TeamPCP’s shift to speedy attacks on AWS, Azure, and SaaS instances shows organizations need to respond quickly to compromised credentials.
Nscale is advancing a power-first AI infrastructure strategy, combining data centers, GPU fleets, and energy development following its AIPCorp acquisition, Microsoft collaboration, and planned deployment of NVIDIA Vera Rubin systems across a growing U.S. and European campus portfolio.
Rooftop solar generating capacity in Puerto Rico totaled 1,456 megawatts (MW) at the end of 2025, 20% of the overall capacity mix. Rooftop solar capacity has increased faster than other sources over the past decade. Between 2016 and 2025 rooftop solar installations accounted for 81% of the new generating capacity in Puerto Rico, according to data f