Metro Connect
With Unprecedented AI-Driven Demand, New Financing Solutions Needed
In 2024, there was 6.7 gigawatts of data center demand, said Kush Urs of Guggenheim Partners. That was more than 6X since 2020.
International
Experts Warn of Subsea Cable Risks Amid Rising Geopolitical Tensions
Call for stronger protections as private firms dominate subsea networks
Nuclear
Ex-Rep. Greg Walden to Lobby for Constellation Energy
Former Energy and Commerce Chairman to work on nuclear energy policy
INCOMPAS
Rep. John Joyce Provides Updates on Nuclear, SPEED for BEAD
Noted Constellation’s Three Mile Island restart currently a year ahead of schedule
AI
AI Data Center Boom Raises Energy, Infrastructure Questions
This event previewed the upcoming in-person 'Data Centers, Nuclear Power, and Broadband Summit' conference on March 27
Data Center
Microsoft Scraps Multiple Data Center Leases: TD Cowen
Overcapacity concerns raise questions about the software giant’s AI forecast.
SpaceX
AI Boom Drives Demand for Fiber Data Center Infrastructure
Shortages in power and semiconductors render fiber the only solution to sustain AI growth, panelists said.
Energy
OpenAI Looks Across U.S. for Sites to Build Its Stargate AI Data Centers
The maker of ChatGPT put out an RFP for land, electricity, engineers and architects in Oregon, Pennsylvania and Wisconsin.
AI
Global Energy Analyst: ‘Nuclear is Making a Comeback’
Expects tech companies to play a key role in nuclear investment
AI
Judge Permits Trial on Musk's Attempt to Stop OpenAI From Becoming For-Profit
Judge Yvonne Gonzalez Rogers says Elon Musk's claims of harm from OpenAI are a 'stretch' but welcomes a possible trial.
Energy
Pennsylvania Rolls Out Plan to Fast-Track and Subsidize Hydrogen Power
AI data centers have spurred proposals to bring nuclear power plants out of retirement and develop small modular nuclear reactors.
American Energy
Trump Touts Coal as an Answer to AI Power Needs
But any boost for fossil fuels could be short-lived, given needs for Artificial Intelligence.
Energy
Trump Hosts Tech Titans at Press Conference Linking Energy and AI
'Stargate will be building the physical and virtual infrastructure to power the next generation of advancements in AI,' Trump said.
12 Days of Broadband
AI Revolution Sparked Growth in Data Centers
Nuclear energy gained momentum as a green solution to data centers' rising power demands.
SpaceX
Broadband Breakfast Person of the Year: Elon Musk
In our view, without Musk’s support, Trump would not have won the presidency.
Defense Department
What Does Big Tech Hope to Gain From Warming Up to Trump?
Wish list includes clearing the way for AI development, easier energy for data centers, changing the antitrust discussion and fending off EU.
