Topic
The electricity generation, grid connections, and storage infrastructure needed to run power-hungry data centers, especially for AI computing.
Firma Power, a startup that raised about $1.4 million in seed funding, says data centers turn to gas because clean power is scattered across projects. The cost and speed claims are the company's own, so a buyer should test them on one real site.
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Ambrosia Energy has begun work on a 150,000-square-foot, 10 GWh battery factory near Austin to supply its solar plants for data centers. CEO Ben Longmier says the company can stay profitable selling continuous power at $100 per megawatt-hour.
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Oracle asked FERC on Oct. 13 to speed the 17.8-mile Green Chile gas pipeline, now due February 1, 2027 against a plan of August 15, 2026. The 170-day slip feeds a campus planning 2.45 to 2.5 GW, and the trucked-gas fallback could cost four times as much.
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Redwood Materials is working with Rivian to install retired EV packs as factory storage, after a 10 MWh system in Normal, Illinois. Data centers are the stated next market, where a 10 MWh figure means little without a power rating.
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AEP plans to invest about $4 billion in a 702 MW Bloom fuel cell plant near Cheyenne, Wyoming, under a 20-year power purchase agreement with Google. The sum equals about 5% of the $78 billion AEP plans to invest from 2026 through 2030.
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AMD unveiled Helion, a rack for running AI agents with up to 32,768 CPU cores, at the OCP summit in San Jose on October 12. Buyers can plan around a November 2026 target. AMD had not published pricing, The Next Web reported.
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LS ELECTRIC won a $138 million Bloom Energy order for a Pennsylvania data center, taking its Bloom orders past $500 million since April 2025. Averaged over 18 months that is about $28 million a month, so this one contract equals roughly five months of the pace.
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Brookfield CEO Connor Teskey says AI compute and power demand will exceed supply through the decade, with the US needing about 100 GW of extra power. Brookfield is also the one raising a flagship fund to meet it.
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Petra Power has won nearly $9 million in Defense Department contracts for its solid-oxide fuel cells, founder Aaron Goodman told TechCrunch. The cells are still in testing for military ground vehicles, so their efficiency case rests for now on Goodman's own account of how they work.
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HD Hyundai gave Lee Sang-kyun its shipyards and its data-center and reactor plans, but put its 830 billion won engine expansion under Han Joo-seok. The only new venture with a budget so far extends the engine business the group already runs.
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Cowboy Space has asked the FCC to approve Stampede, a 20,000-satellite data center constellation it says can skip the power grid entirely. Forecasts around these filings put meaningful capacity after 2030, too late for any power plan due this decade.
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Morgan Stanley says Nvidia and Broadcom can absorb a 32 GW US data-center power shortfall while memory and optics suppliers carry the inventory risk. The chipmakers can send hardware to sites that already have power, an option a supplier tied to one stalled project lacks.
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Brookfield is pooling money with Apollo, Blackstone and KKR in a $500 billion Nvidia-arranged consortium, alongside its own $100 billion Nvidia venture. Fully raised, the two would cover under a tenth of the $7 trillion Brookfield expects the AI buildout to cost over the next decade.
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Six Samsung affiliates will put $1 billion into Helix, KKR's AI data center and power company. Four of the five business lines Samsung tied to the deal are data center construction, operations, cooling and backup power, so the stake is also a bid for Helix's orders.
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Anthropic has committed at least $518 billion to compute over a decade, about 80% of it non-cancelable, Reuters reported from its IPO prospectus. Most of that sits with Google, Amazon, Microsoft and Broadcom, whose risk is now whether one customer can keep paying into the 2030s.
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Samsung Group is committing $1 billion from six affiliates to Helix, the AI infrastructure firm led by former AWS chief Adam Selipsky. Anyone who later contracts with Helix will deal with a builder whose owners also supply its power and technology.
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Chevron says Gov. Greg Abbott's moratorium on new data center permits could delay the investment decision on its nearly 3-gigawatt Kilby project until 2027. For one of the largest new US data center projects, the date now depends mainly on a state permit.
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Goldman Sachs expects the five biggest US hyperscalers to spend about $1.2 trillion on AI infrastructure in 2027, 50% more than in 2026. The forecast is $100 billion above consensus, and the bank lists power, labor and memory chips as the limits on building it.
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Oracle issued a force majeure notice on Blue Owl's Jupiter campus, whose reported $18bn of bank loans already trade below 90 cents on the dollar. Lenders who priced Oracle's credit now also have to price who pays when the power arrives late.
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Nvidia is putting $1 billion into Nscale's $3.36 billion pre-IPO round, funding a customer still building most of its capacity. Buyers signing multi-year capacity deals should check how that build-out is paid for before they check the price.
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