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SoftBank’s Son Says AI Will Need $5 Trillion a Year by 2040

He argues that AI could make up about 20% of global output and that sweeping changes to data‑centre and power systems will be required to support it.

CleanSpark Signs 20-Year Triple-Net Lease for 175 MW Georgia Data Center

Deliverable Power, Not Chips, Is Slowing AI Data Center Buildouts

Galaxy Digital Starts Revenue at Helios After Delivering Phase I AI Power to CoreWeave

Jefferies Lifts IREN After Hyperscaler Deals but Flags Big Financing and Execution Tests

Hyperscale Data in Advanced Talks to Deliver 20 MW of AI Compute at Michigan Campus

KKR, Nvidia and Vistra Launch Helix With $10 Billion to Build AI Data-Center, Power and Connectivity Platform

Meta Builds Massive Tent Data Centers to Speed AI Capacity

Xos Launches Power Hub and Files $6 Million Stock Sale After 200% After‑Hours Rally

DigitalBridge Agrees to Acquire ArcLight for $1.05 Billion

Google Commits $15 Billion to Build New Florence AI Data Center in Missouri

Fermi Reports Deep Q1 Loss and Project Gains as Shares Jump on 90‑Day Tenant Goal

Nvidia Backs IREN With 5 GW AI Buildout and $3.4 Billion Cloud Contract

Box Elder County Approves Kevin O’Leary’s 9GW ‘Stratos’ AI Campus

Box Elder County Backs 40,000-Acre AI Data Center as Water Fight Intensifies

ERCOT's 2032 Demand Forecast Prompts Regulator Review

Nebius to Build 310 MW AI Data Center in Finland Valued at Over $10 Billion

Crusoe to Build 900 MW AI Campus in Abilene for Microsoft

NVIDIA, Emerald AI Team With U.S. Power Giants to Build Grid-Flexible AI Factories

India Says Summer Power Demand Will Be Met Despite Middle East Gas Disruptions