Technology & EnergyGlobal AI Buildout Faces Power Wall: 70% of U.S. Grid Requests Fail as $5.2T Race Hits Physical LimitsSalvado•Jun 23, 2026
Energy & InfrastructureGoldman Sachs: AI Will Drive 165% Global Data Center Power Surge by 2030, Repricing Energy Assets WorldwideSalvado•Jun 23, 2026
Technology & MarketsAI's Power Wall: Infrastructure Stocks Hit Records as US Grid Falls Years Behind DemandSalvado•Jun 23, 2026
AI InfrastructureSupermicro Releases Vera Rubin NVL72 Blueprints as Global AI Factory Race TightensSalvado•Jun 5, 2026
TechnologySupermicro Ships Full NVIDIA Rubin Stack as Global AI Infrastructure Race AcceleratesSalvado•Jun 5, 2026
Technology & MarketsOpenAI's $122 Billion Round Signals Global Race for AI InfrastructureSalvado•Jun 4, 2026
Technology & AIDell Books $34.1B in AI Orders as Global Enterprise Infrastructure Race AcceleratesSalvado•May 31, 2026
Technology & EnergyNevada's Data Centers Will Consume 35% of State Power by 2030—a Global Pattern Already UnfoldingSalvado•May 28, 2026
Technology & InnovationGPU Lead Times Reach 52 Weeks as Global Enterprise AI Race Moves Beyond Copilots to Autonomous AgentsSalvado•May 28, 2026
Energy & InfrastructureAI Data Center Boom Forces U.S. Utility to Find New Power Source, Exposing Global Grid RiskSalvado•May 26, 2026
Technology & IndustryAnalog Devices Projects $3.9B Q3 Revenue as Semiconductor Reshoring Reshapes Global Supply ChainsSalvado•May 24, 2026
Technology InfrastructureNigeria Opens West Africa's First Sovereign-Backed AI Data Center, Ending Decade-Long Infrastructure GapSalvado•May 21, 2026
Technology & AION Semiconductor to Double AI Data Center Revenue in 2026 as Global Chip Race IntensifiesSalvado•May 20, 2026
Technology & MarketsBitdeer Converts Norwegian Hydro Site to AI Data Center in Global Mining-to-Cloud PivotSalvado•May 19, 2026
Markets & InvestmentPershing Square Backs Microsoft as Oracle Borrows Billions for Data Centers in Global AI Infrastructure RaceSalvado•May 17, 2026
TechnologyNebius Raises AI Power Target to 4+ GW After Stock Surges 15.72% on Q1 BeatSalvado•May 16, 2026
Technology & AICorning Stock Surges 137% as NVIDIA Deal Drives Three New Global Manufacturing PlantsSalvado•May 14, 2026
Energy & InfrastructureDuke Energy's $103B AI Power Bet Reflects a Global Utility ReckoningSalvado•Apr 27, 2026
TechnologyMicrosoft Locks in 30,000+ Nvidia GPUs as Global Cloud Giants Deploy $300B+ in AI InfrastructureSalvado•Apr 16, 2026
