Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed
Wall Street expects hyperscaler companies’ free cash flow to boom, starting in 2028. If that boom doesn’t materialize,…
Why the AI Boom Is About to Break the U.S. Power Grid
The American power grid is about to fail the most important industry it has ever been asked to…
The $7 Trillion AI Boom Is Turning Into The Energy Trade of the Century
You might think that Shark Tank’s “Mr. Wonderful,” Kevin O’Leary, is betting it all on AI, but he…
The $7 Trillion AI Boom Is Running Out of Power
Forget the chips. Forget the code. The most expensive, in-demand commodity in the entire $3-trillion AI revolution is…
Europe Has Entered The Nuclear Golden Age Amid AI Boom
Nuclear power is experiencing a massive revival across Europe, with the regulatory environment shifting decisively in its favor…
The AI Spending Boom Is Creating a Depreciation Time Bomb
The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta,…
Forget Critical Metals, Electricity is The Real Bottleneck for AI
The U.S. dollar is cracking—and the market knows it. After years of monetary excess, swelling deficits, and policy…
What’s Powering Clean Energy – Heatmap News
I’m writing from Washington, D.C., today, after having the privilege of watching (and moderating) Heatmap’s second Energy Entrepreneurship…
How AI Demand Is Reshaping Canadian Energy Investment
At Invest Canada ’25, a featured keynote presented by Osler, Hoskin & Harcourt LLP made the case that…
UK Data Centre Planning Hits Record High Amid Scramble for AI Infrastructure
Data centre planning applications hit an all-time high in the UK in 2025, City AM can reveal, as…
Why capacity markets aren’t equipped for the era of the hyperscaler
Photo credit: Strahlengang / Shutterstock An earlier version of this article was published in the This Week in…