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AI Data Centers Could Use a Fifth of U.S. Power by 2035

Rising AI compute demand is creating near‑term capacity shortfalls that risk reliability, forcing costly grid fixes.

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

AI Data-Center Demand Recasts Korea’s Battery Giants as Samsung SDI Profits, LG Energy Solution Loses

Cheap Power From China’s Expanding Grid Recasts the AI Race