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Navitas’ 110% Rally Puts a 74x Sales Valuation Under the Microscope

Next week’s Q1 report will test whether the AI power-chip story starts to show up in real revenue.

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

Firmus Raises $505 Million From Coatue and Nvidia at $5.5 Billion Valuation

Microsoft, Chevron Enter Exclusive Talks on West Texas Gas Power for AI

GE Vernova’s Outlook Debated as Analysts Split on AI-Driven Demand Versus Broader Recovery

Google Signs First U.S. Corporate Deal for Gas Power With Carbon Capture

Trump Unveils $90 Billion AI Investment Drive in Pennsylvania and Declares National Energy Emergency

Redwood Energy Activates 64 MWh Solar Microgrid to Power AI Center

Pakistan Advances Bitcoin Mining with 2000 MW Surplus Electricity Allocation

Homer City Coal Plant to Transform into $10 Billion Gas-Powered AI Campus

Chevron and Exxon Report Mixed Q4 Results with Divergent Trends in Production and Refining

SK hynix Unveils 6th-Gen 10nm DDR5 DRAM with 16Gb Modules

Nvidia Partner SMC Revolutionizes Data Center Efficiency with Immersion Cooling

Renewable Energy Set to Surpass Coal by 2025, IEA Reports

Sam Altman Invests in Solar-Powered AI Energy Solution