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Nvidia CEO Jensen Huang
AINvidia says it has ‘visibility to a half a trillion dollars’ in revenue through 2026. That would make it one of America’s biggest companies
By Matthew HeimerNovember 19, 2025
Nvidia founder and CEO Jensen Huang reacts during a meeting with South Korean President Lee Jae Myung on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju on October 31, 2025 in Gyeongju, South Korea.
Big TechNvidia blows past revenue targets and forecasts trillions in AI infrastructure spending by end of decade
By Sharon GoldmanNovember 19, 2025
EnergySome consumers are paying to power data centers that don’t exist yet while states ask if demand forecasts are real — ‘Nobody really knows’
By Marc Levy and The Associated PressNovember 16, 2025
Nvidia
AIData centers in Nvidia’s hometown stand empty awaiting power
By John Gittelsohn, Michelle Ma and BloombergNovember 10, 2025
Sam Altman
EnergyVoter fury emerges over skyrocketing electricity bills as AI stokes demand — and fears of a stock market bubble
By Marc Levy, Jesse Bedayn, Nick Lichtenberg and The Associated PressNovember 8, 2025
CoreWeave executives pose in front of the Nasdaq building on the day of the company's IPO.
AIData-center operator CoreWeave is a stock-market darling. Bears see its finances as emblematic of an AI infrastructure bubble
By Jeremy Kahn and Leo SchwartzNovember 8, 2025
Jamie Dimon, CEO of JP Morgan Chase, speaks at the American Business Forum at the Kaseya Center in Miami on November 6, 2025.
AIJamie Dimon predicts AI will shorten the workweek: ‘My guess is the developed world will be working three and a half days a week’
By Eva RoytburgNovember 6, 2025
AIThe under-the-radar factor that helped Democrats win in Virginia, New Jersey, and Georgia 
By Sharon GoldmanNovember 5, 2025
AIMeet the power broker of the AI age: OpenAI’s ‘builder-in-chief’ helping to turn Sam Altman’s trillion-dollar data center dreams into reality
By Sharon GoldmanNovember 5, 2025
Libery Energy's hydraulic fracturing, or frac, spreads are increasingly electrified with natural gas power, a technology now translating to powering data centers.
EnergyAI’s insatiable need for power is driving an unexpected boom in oil-fracking company stocks 
By Jordan BlumOctober 23, 2025
Amazon Web Services
Big Tech‘The reality is it’s all very concentrated’: AWS outage exposes the world’s internet chokepoint, one data-center cluster in Virginia
By Safiyah Riddle, Matt O'Brien and The Associated PressOctober 21, 2025
Oracle
AIOracle declines on concerns about fulfilling AI cloud demand
By Brody Ford and BloombergOctober 17, 2025
Bloom Energy showcases an array of its fuel cell energy server stacks that offer on-site, off-grid power to data centers and much more.
EnergyBloom Energy’s stock is up 1,000% in a year because its fuel cells are solving AI’s data center power problem
By Jordan BlumOctober 16, 2025
AIBlackRock’s $40 billion deal highlights the unstoppable AI data center gold rush, as CEO Larry Fink pushes back on AI bubble fears
By Sharon GoldmanOctober 15, 2025
Fermi Inc. cofounders Toby Neugebauer, left, and former Texas Gov. Rick Perry, right, mark their Nasdaq IPO in early October for their AI power company plans.
EnergyRick Perry’s AI power startup Fermi already has a $16 billion market cap—and zero revenue
By Jordan BlumOctober 10, 2025
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