Category: AI

Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There

Clark Savage156

The explosive growth of data centers, driven primarily by artificial intelligence, is reshaping America’s electricity landscape. High-end projections now show data centers potentially consuming up to 20% of total U.S. electricity by 2035 in aggressive scenarios—roughly a four- to five-fold increase from today’s ~4-5% share. Even as AI model developers announce efficiency gains, the underlying […]

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Building the Future at Warp Speed: How Aalo Atomics is Solving the Energy Crisis

Clark Savage302

Yasir Arafat, Co-Founder, CTO, & President, stops by the Energy News Beat podcast On July 4th, 2024—America’s 250th birthday—something extraordinary happened that most people missed. Allo Atomics turned on a brand new advanced nuclear reactor for the first time in 50 years. But here’s what makes this truly revolutionary: they designed, built, and achieved criticality […]

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Energy Stocks Worth Looking Into for the Data Center Power Boom

Clark Savage259

The AI-driven data center boom is reshaping U.S. energy demand, with hyperscalers (Microsoft, Meta, Google, Amazon, Oracle, and others) pouring hundreds of billions into new facilities that require massive, reliable, 24/7 power. Natural gas—via pipelines, turbines, onsite generation, and supporting equipment—is emerging as a critical bridge fuel due to its dispatchability, speed of deployment, and […]

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Micron Breaks Ground on $9 Billion Plant Expansion in Japan

Clark Savage305

Hiroshima facility expansion targets high-bandwidth memory (HBM) for AI as the company reports record earnings and advances global capacity buildout Hiroshima, Japan – July 5, 2026Micron Technology Inc. (NASDAQ: MU) held a groundbreaking ceremony on July 4, 2026, for a major expansion of its semiconductor manufacturing facility in Higashi-Hiroshima, Hiroshima Prefecture, western Japan. The project […]

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2027 Will Be Different: Oil, AI, and the Coming Paradigm Shift

Clark Savage97

Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/ 1. Stock Market Performance & Economic Outlook Paul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include: Strong company balance sheets and […]

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China Starts Prefabricated Power Hub for Data Centers, CCTV Says. – There is a right way to do Data Centers Emerging

Clark Savage136

China is moving fast to solve one of the biggest bottlenecks in the global AI race: powering data centers quickly and cheaply. According to state broadcaster CCTV, the country has just launched its first prefabricated computing power hub in the eastern city of Qingdao, Shandong province. This modular power solution promises to slash construction time […]

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