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Navitas’ AI Pivot Lifts Shares in 2025 as Analysts Flag Revenue Declines Through 2026

Analysts expect the GaN and SiC transition to begin contributing meaningfully in 2027 as hyperscalers seek more efficient power solutions.

Regulators Hear Outcry as DTE Seeks Fast Approval to Power 1.4‑GW Saline Data Center

TikTok to Build $38 Billion Wind-Powered Data Center in Ceará, Its First in Latin America

Michigan Regulators Take Public Comment on Fast-Tracked Power Deal for 1.4 GW Saline Data Center

Amazon Unveils Trainium3 as AWS Touts Multi-Billion Trainium Business

New Forecast Sees AI Data Centers Using 106 GW by 2035, Raising Reliability and Cost Pressures

BP Withdraws H2Teesside Hydrogen Plan as Teesworks Backs Data Centre

MISO Fast-Track Adds 6.1 GW in Cycle 2, 70% Gas

SoftBank’s Son Says Nvidia Sale Was to Fund OpenAI, Not a Vote Against AI

CyrusOne Adds Backup Cooling After CME Trading Outage

CME Restores Most Trading After Data‑Center Cooling Failure Halts Futures Worldwide

HSBC Sees $207 Billion Hole in OpenAI’s Finances Even With Soaring Use and Revenue

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

Pennsylvania Electric Supply Rates Reset Dec. 1, With Increases for Most Utilities

PJM Stakeholders Reject All 12 Data Center Proposals, Leaving Board to Decide Next Steps

Howell Township Imposes Six-Month Pause on Data Centers as Meta Link Surfaces

Western Governors Press Trump Officials on AI Power, Medicaid Cuts at Arizona Meeting

IREN Jumps as Nvidia-Fueled AI Rally Spotlights Its Microsoft GPU Pact

Regulators Set Dec. 3 Hearing on DTE Deal for OpenAI–Oracle Data Center as Incentive Rules Face Fresh Challenge

Vertiv, Caterpillar Sign MOU to Deliver Integrated On-Site Power and Cooling for Data Centers